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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 | $858,600 | $199,109+331.2% | $173,730+394.2% | $154,746+454.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.23% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,648 | $5,311-69.0% | $4,577-64.0% | $4,379-62.4% |
| Participant deferral / active EE | $1,759 | $7,113-75.3% | $6,326-72.2% | $6,730-73.9% |
| Admin fee / account holder | $3,183 | $20,916-84.8% | $17,523-81.8% | $14,365-77.8% |