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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 | $462,853 | $184,014+151.5% | $161,149+187.2% | $138,895+233.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.79% | 21.52%-10.7pp | 21.16%-10.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $5,556 | $5,055+9.9% | $4,360+27.4% | $4,194+32.5% |
| Participant deferral / active EE | $1,016 | $6,909-85.3% | $6,153-83.5% | $6,396-84.1% |
| Admin fee / account holder | $72,156 | $18,027+300.3% | $15,194+374.9% | $12,562+474.4% |