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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 | $396,989 | $123,155+222.3% | $108,753+265.0% | $155,188+155.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.37% | 44.73%-29.4pp | 37.47%-22.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $5,000 | $2,811+77.9% | $2,427+106.1% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $49,172 | $12,126+305.5% | $10,320+376.5% | $14,480+239.6% |