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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 | $556,471 | $126,661+339.3% | $113,397+390.7% | $138,895+300.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.74% | 25.05%-12.3pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,204 | $3,456-65.2% | $2,977-59.6% | $4,194-71.3% |
| Participant deferral / active EE | $1,303 | $5,693-77.1% | $5,076-74.3% | $6,396-79.6% |
| Admin fee / account holder | $19,224 | $14,549+32.1% | $11,957+60.8% | $12,562+53.0% |