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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 | $522,718 | $87,546+497.1% | $75,784+589.7% | $125,389+316.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.47% | 13.49%-15.0pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $6,257 | $3,930+59.2% | $3,323+88.3% | $4,866+28.6% |
| Participant deferral / active EE | $151 | $4,230-96.4% | $3,652-95.9% | $5,352-97.2% |
| Admin fee / account holder | $5,941 | $6,503-8.6% | $5,300+12.1% | $9,541-37.7% |