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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 | $331,394 | $96,956+241.8% | $69,779+374.9% | $273,972+21.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 18.48% | 12.93%+5.5pp | 12.99%+5.5pp | 41.46%-23.0pp |
| Employer contribution / active EE | $2,500 | $3,316-24.6% | $2,338+6.9% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,450 | $7,934-6.1% | $4,381+70.1% | $10,133-26.5% |