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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 | $503,505 | $117,895+327.1% | $102,460+391.4% | $145,897+245.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 31.92%-21.8pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,173 | $3,619-67.6% | $3,025-61.2% | $4,663-74.8% |
| Participant deferral / active EE | $1,335 | $5,736-76.7% | $5,056-73.6% | $6,689-80.0% |
| Admin fee / account holder | $14,045 | $13,353+5.2% | $9,460+48.5% | $13,390+4.9% |