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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 | $353,618 | $201,372+75.6% | $184,260+91.9% | $145,884+142.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 15.96% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,233 | $9,808-77.2% | $9,133-75.5% | $6,690-66.6% |
| Admin fee / account holder | $21,584 | $16,362+31.9% | $13,898+55.3% | $13,392+61.2% |