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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 | $56,060+355.2% | $76,002+235.8% | $80,874+215.5% |
| Participation rate | 97.4% | 62.0%+35.4pp | 69.1%+28.4pp | 67.6%+29.8pp |
| Annual return | 12.15% | 20.54%-8.4pp | 360.07%-347.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $13,760 | $1,873+634.5% | $2,688+411.9% | $2,756+399.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,854 | $5,237+50.0% | $6,414+22.5% | $6,935+13.2% |