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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 | $255,188 | $55,930+356.3% | $76,089+235.4% | $80,925+215.3% |
| Participation rate | 97.4% | 62.1%+35.4pp | 69.1%+28.3pp | 67.7%+29.8pp |
| Annual return | 12.15% | 20.58%-8.4pp | 360.94%-348.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $13,760 | $1,866+637.3% | $2,690+411.5% | $2,756+399.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,854 | $5,241+49.9% | $6,418+22.4% | $6,940+13.2% |