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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 | $55,902+356.5% | $76,030+235.6% | $80,959+215.2% |
| Participation rate | 97.4% | 62.1%+35.4pp | 69.1%+28.4pp | 67.7%+29.8pp |
| Annual return | 12.15% | 20.59%-8.4pp | 361.54%-349.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $13,760 | $1,867+637.1% | $2,688+412.0% | $2,757+399.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,854 | $5,239+49.9% | $6,421+22.3% | $6,925+13.4% |