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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 | $348,955 | $126,661+175.5% | $113,397+207.7% | $138,895+151.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 18.90% | 25.05%-6.1pp | 23.20%-4.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,429 | $3,456-58.7% | $2,977-52.0% | $4,194-65.9% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,052 | $14,549-65.3% | $11,957-57.8% | $12,562-59.8% |