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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 | $338,629 | $102,609+230.0% | $98,090+245.2% | $138,895+143.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.22% | 36.44%-20.2pp | 37.05%-20.8pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,267 | $3,867+62.0% | $3,606+73.8% | $4,194+49.4% |
| Participant deferral / active EE | $1,072 | $8,167-86.9% | $7,845-86.3% | $6,396-83.2% |
| Admin fee / account holder | $3,155 | $11,434-72.4% | $11,815-73.3% | $12,562-74.9% |