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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 | $269,042 | $113,338+137.4% | $94,993+183.2% | $147,585+82.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.78% | 20.80%-8.0pp | 27.14%-14.4pp | 578.58%-565.8pp |
| Employer contribution / active EE | $16,286 | $3,160+415.3% | $2,603+525.6% | $4,876+234.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,166 | $6,063-14.8% | $4,960+4.2% | $10,886-52.5% |