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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 | $576,857 | $107,666+435.8% | $102,184+464.5% | $154,746+272.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.16% | 29.33%-15.2pp | 31.58%-17.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,137 | $3,846-70.4% | $3,594-68.4% | $4,379-74.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,682 | $12,943-63.8% | $11,609-59.7% | $14,365-67.4% |