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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 | $326,500 | $88,707+268.1% | $74,184+340.1% | $273,972+19.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.99% | 11.94%+2.1pp | 17.74%-3.7pp | 41.46%-27.5pp |
| Employer contribution / active EE | $14,329 | $3,159+353.5% | $2,370+504.6% | $4,869+194.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,882 | $8,717+1.9% | $5,586+59.0% | $10,133-12.3% |