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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 | $361,547 | $115,903+211.9% | $100,528+259.6% | $158,966+127.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.98% | 34.80%-21.8pp | 30.90%-17.9pp | 302.95%-290.0pp |
| Employer contribution / active EE | $12,834 | $4,105+212.6% | $3,419+275.4% | $4,762+169.5% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,090 | $11,000+146.3% | $8,084+235.1% | $11,250+140.8% |