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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 | $483,183 | $124,346+288.6% | $111,308+334.1% | $167,536+188.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 22.47% | 37.45%-15.0pp | 54.67%-32.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $520 | $5,182-90.0% | $4,487-88.4% | $6,342-91.8% |
| Admin fee / account holder | $11,139 | $10,621+4.9% | $7,965+39.8% | $12,315-9.5% |