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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 | $365,353 | $185,312+97.2% | $161,489+126.2% | $154,746+136.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 14.31% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,142 | $4,769-76.1% | $4,268-73.3% | $4,379-73.9% |
| Participant deferral / active EE | $1,186 | $6,350-81.3% | $5,630-78.9% | $6,730-82.4% |
| Admin fee / account holder | $4,449 | $18,654-76.1% | $16,006-72.2% | $14,365-69.0% |