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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 | $334,225 | $127,298+162.6% | $109,916+204.1% | $167,553+99.5% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.2%+21.6pp | 82.1%+13.7pp |
| Annual return | 14.75% | 22.97%-8.2pp | 29.46%-14.7pp | 478.89%-464.1pp |
| Employer contribution / active EE | $4,167 | $3,325+25.3% | $2,844+46.5% | $4,840-13.9% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $37,874 | $7,119+432.0% | $6,069+524.0% | $12,316+207.5% |