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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 | $267,920 | $161,352+66.0% | $134,172+99.7% | $137,256+95.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.22% | 28.72%-15.5pp | 25.30%-12.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,369 | $4,099-66.6% | $3,420-60.0% | $4,156-67.1% |
| Participant deferral / active EE | $1,186 | $5,552-78.6% | $4,690-74.7% | $6,407-81.5% |
| Admin fee / account holder | $19,995 | $15,028+33.0% | $12,016+66.4% | $12,270+63.0% |