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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 | $323,412 | $156,398+106.8% | $147,318+119.5% | $138,895+132.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 17.52% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,383 | $4,853-71.5% | $4,593-69.9% | $4,194-67.0% |
| Participant deferral / active EE | $1,383 | $8,237-83.2% | $7,906-82.5% | $6,396-78.4% |
| Admin fee / account holder | $37,157 | $14,976+148.1% | $13,708+171.1% | $12,562+195.8% |