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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 | $259,220 | $56,110+362.0% | $94,993+172.9% | $70,126+269.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.36% | 51.02%-35.7pp | 27.14%-11.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,000 | $1,442+177.4% | $2,603+53.6% | $2,343+70.8% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,791 | $3,456+38.6% | $4,960-3.4% | $4,645+3.1% |