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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 | $426,879 | $108,911+292.0% | $100,392+325.2% | $145,884+192.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 18.55% | 58.23%-39.7pp | 49.45%-30.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,589 | $4,420-64.1% | $3,941-59.7% | $4,662-65.9% |
| Participant deferral / active EE | $2,125 | $8,459-74.9% | $8,090-73.7% | $6,690-68.2% |
| Admin fee / account holder | $1,210 | $9,698-87.5% | $7,904-84.7% | $13,392-91.0% |