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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 | $404,769 | $181,896+122.5% | $156,551+158.6% | $273,972+47.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.82% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $9,856 | $6,248+57.8% | $5,501+79.2% | $4,869+102.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,267 | $15,560-85.4% | $13,028-82.6% | $10,133-77.6% |