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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 | $269,711 | $88,707+204.0% | $74,184+263.6% | $273,972-1.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.97% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $4,000 | $3,159+26.6% | $2,370+68.8% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,238 | $8,717-74.3% | $5,586-59.9% | $10,133-77.9% |