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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 | $283,485 | $106,749+165.6% | $145,433+94.9% | $82,448+243.8% |
| Participation rate | 76.0% | 75.6%+0.4pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 16.49% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,540 | $3,444-26.2% | $4,554-44.2% | $2,551-0.4% |
| Participant deferral / active EE | $2,448 | $6,519-62.5% | $7,897-69.0% | $4,139-40.9% |
| Admin fee / account holder | $26,169 | $8,390+211.9% | $13,129+99.3% | $7,234+261.7% |