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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 | $97,289+248.1% | $92,805+264.9% | $155,188+118.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.22% | 29.03%-12.8pp | 31.59%-15.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $6,267 | $3,632+72.5% | $3,424+83.0% | $4,248+47.5% |
| Participant deferral / active EE | $1,072 | $8,795-87.8% | $8,448-87.3% | $6,531-83.6% |
| Admin fee / account holder | $3,155 | $12,015-73.7% | $10,911-71.1% | $14,480-78.2% |