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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 | $546,355 | $96,956+463.5% | $69,779+683.0% | $273,972+99.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.27% | 12.93%-7.7pp | 12.99%-7.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $6,428 | $3,316+93.9% | $2,338+174.9% | $4,869+32.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,849 | $7,934+74.5% | $4,381+216.1% | $10,133+36.7% |