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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 | $266,466 | $99,032+169.1% | $80,022+233.0% | $135,380+96.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 4.20% | 15.39%-11.2pp | 11.22%-7.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $3,568 | $3,043+17.2% | $2,468+44.6% | $4,779-25.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,444 | $10,436+153.4% | $6,521+305.5% | $10,828+144.2% |