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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,998 | $154,228+160.0% | $145,433+175.7% | $137,256+192.2% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 38.65% | 74.59%-35.9pp | 66.58%-27.9pp | 220.34%-181.7pp |
| Employer contribution / active EE | $7,167 | $4,804+49.2% | $4,554+57.4% | $4,156+72.4% |
| Participant deferral / active EE | $358 | $8,216-95.6% | $7,897-95.5% | $6,407-94.4% |
| Admin fee / account holder | $10,822 | $14,344-24.6% | $13,129-17.6% | $12,270-11.8% |