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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 | $283,820 | $254,759+11.4% | $216,567+31.1% | $198,609+42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.19% | 10.04%+0.1pp | 12.94%-2.8pp | 202.70%-192.5pp |
| Employer contribution / active EE | $8,333 | $6,096+36.7% | $5,216+59.8% | $5,055+64.8% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,669 | $26,311-48.0% | $21,981-37.8% | $19,030-28.2% |