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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 | $317,379 | $124,351+155.2% | $109,188+190.7% | $167,553+89.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.09% | 26.04%-12.0pp | 25.76%-11.7pp | 478.89%-464.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $520 | $5,257-90.1% | $4,654-88.8% | $6,343-91.8% |
| Admin fee / account holder | $33,804 | $7,975+323.9% | $6,755+400.4% | $12,316+174.5% |