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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 | $213,785+32.8% | $185,441+53.1% | $155,188+82.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.19% | 19.97%-9.8pp | 20.16%-10.0pp | 148.84%-138.6pp |
| Employer contribution / active EE | $8,333 | $5,393+54.5% | $4,672+78.4% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,669 | $21,134-35.3% | $17,890-23.6% | $14,480-5.6% |