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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 | $277,104 | $99,652+178.1% | $78,778+251.8% | $147,586+87.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 10.09% | 47.28%-37.2pp | 35.62%-25.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,273 | $2,796-18.7% | $1,986+14.5% | $4,876-53.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,172 | $7,155-27.7% | $5,134+0.7% | $10,886-52.5% |