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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 | $441,819 | $275,752+60.2% | $256,809+72.0% | $198,609+122.5% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 17.31% | 34.81%-17.5pp | 32.73%-15.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $13,200 | $7,721+71.0% | $7,263+81.7% | $5,055+161.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,801 | $25,716-54.1% | $25,146-53.1% | $19,030-38.0% |