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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 | $302,592 | $107,809+180.7% | $97,032+211.8% | $155,188+95.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 13.33% | 38.06%-24.7pp | 35.38%-22.0pp | 148.84%-135.5pp |
| Employer contribution / active EE | $5,776 | $2,911+98.4% | $2,629+119.7% | $4,248+36.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,283 | $10,717-88.0% | $9,418-86.4% | $14,480-91.1% |