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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 | $312,915 | $199,109+57.2% | $173,730+80.1% | $154,746+102.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 16.81% | 20.02%-3.2pp | 19.96%-3.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $5,000 | $5,311-5.9% | $4,577+9.2% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,070 | $20,916-90.1% | $17,523-88.2% | $14,365-85.6% |