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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 | $117,829+327.3% | $102,423+391.6% | $145,877+245.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,173 | $3,615-67.5% | $3,023-61.2% | $4,663-74.8% |
| Participant deferral / active EE | $1,335 | $5,732-76.7% | $5,054-73.6% | $6,691-80.1% |
| Admin fee / account holder | $14,045 | $13,335+5.3% | $9,455+48.6% | $13,402+4.8% |