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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 | $356,442 | $166,242+114.4% | $165,071+115.9% | $145,884+144.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.54% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,222 | $5,283-76.9% | $4,347-71.9% | $4,662-73.8% |
| Participant deferral / active EE | $1,672 | $6,964-76.0% | $6,035-72.3% | $6,690-75.0% |
| Admin fee / account holder | $3,242 | $16,658-80.5% | $12,695-74.5% | $13,392-75.8% |