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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 | $434,407 | $176,838+145.7% | $146,685+196.1% | $167,518+159.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.89% | 24.04%-11.1pp | 22.75%-9.9pp | 478.71%-465.8pp |
| Employer contribution / active EE | $3,740 | $5,161-27.5% | $4,137-9.6% | $4,838-22.7% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,990 | $13,262-77.5% | $10,281-70.9% | $12,312-75.7% |