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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 | $326,845 | $136,860+138.8% | $120,344+171.6% | $154,746+111.2% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.7%-3.4pp | 80.7%-7.4pp |
| Annual return | 10.87% | 21.38%-10.5pp | 20.30%-9.4pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $288 | $5,793-95.0% | $5,135-94.4% | $6,730-95.7% |
| Admin fee / account holder | $16,298 | $15,393+5.9% | $12,742+27.9% | $14,365+13.5% |