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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 | $254,530 | $211,239+20.5% | $178,528+42.6% | $145,877+74.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.12% | 30.22%-12.1pp | 27.11%-9.0pp | 551.28%-533.2pp |
| Employer contribution / active EE | $13,552 | $4,570+196.5% | $3,950+243.0% | $4,663+190.6% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,255 | $12,095-89.6% | $10,419-88.0% | $13,402-90.6% |