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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 | $272,985 | $129,737+110.4% | $119,126+129.2% | $154,746+76.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 12.52% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,887 | $4,375-56.9% | $4,034-53.2% | $4,379-56.9% |
| Participant deferral / active EE | $921 | $5,842-84.2% | $5,318-82.7% | $6,730-86.3% |
| Admin fee / account holder | $2,241 | $11,961-81.3% | $10,693-79.0% | $14,365-84.4% |