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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 | $546,441 | $185,312+194.9% | $161,489+238.4% | $154,746+253.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.20% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,093 | $4,769-77.1% | $4,268-74.4% | $4,379-75.0% |
| Participant deferral / active EE | $1,201 | $6,350-81.1% | $5,630-78.7% | $6,730-82.2% |
| Admin fee / account holder | $3,199 | $18,654-82.8% | $16,006-80.0% | $14,365-77.7% |