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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 | $292,626 | $99,345+194.6% | $84,753+245.3% | $273,972+6.8% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.18% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $19,444 | $4,214+361.4% | $3,574+444.0% | $4,869+299.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,345 | $6,645+25.6% | $5,333+56.5% | $10,133-17.6% |