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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 | $260,075 | $108,212+140.3% | $77,513+235.5% | $158,966+63.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 22.27% | 31.67%-9.4pp | 54.81%-32.5pp | 302.95%-280.7pp |
| Employer contribution / active EE | $12,857 | $1,325+870.4% | $987+1203.1% | $4,762+170.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,518 | $3,709-32.1% | $2,859-11.9% | $11,250-77.6% |