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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 | $326,481 | $124,425+162.4% | $112,040+191.4% | $137,256+137.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.98% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $12,054 | $3,411+253.3% | $2,954+308.1% | $4,156+190.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,929 | $15,207-87.3% | $12,098-84.1% | $12,270-84.3% |