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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 | $181,062+101.8% | $158,223+130.9% | $155,188+135.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 14.31% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,142 | $4,565-75.0% | $4,109-72.2% | $4,248-73.1% |
| Participant deferral / active EE | $1,186 | $6,134-80.7% | $5,467-78.3% | $6,531-81.8% |
| Admin fee / account holder | $4,449 | $18,825-76.4% | $16,047-72.3% | $14,480-69.3% |