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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 | $311,429 | $167,415+86.0% | $140,514+121.6% | $198,609+56.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 11.79% | 13.85%-2.1pp | 14.36%-2.6pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $728 | $5,579-87.0% | $4,919-85.2% | $6,977-89.6% |
| Admin fee / account holder | $15,881 | $16,730-5.1% | $13,697+15.9% | $19,030-16.5% |