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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 | $162,967+64.4% | $135,792+97.3% | $138,895+92.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 13.22% | 30.08%-16.9pp | 25.96%-12.7pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,369 | $4,211-67.5% | $3,496-60.8% | $4,194-67.4% |
| Participant deferral / active EE | $1,186 | $5,640-79.0% | $4,759-75.1% | $6,396-81.5% |
| Admin fee / account holder | $19,995 | $15,306+30.6% | $12,266+63.0% | $12,562+59.2% |