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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 | $451,170 | $157,296+186.8% | $141,191+219.5% | $152,897+195.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.25% | 64.34%-45.1pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $3,342 | $5,262-36.5% | $4,736-29.4% | $4,764-29.8% |
| Participant deferral / active EE | $1,548 | $7,111-78.2% | $6,710-76.9% | $5,851-73.5% |
| Admin fee / account holder | $11,972 | $12,125-1.3% | $10,264+16.6% | $11,599+3.2% |