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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 | $291,135 | $104,251+179.3% | $91,004+219.9% | $147,586+97.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.13% | 27.06%-9.9pp | 4.60%+12.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,940 | $3,116-37.7% | $2,456-21.0% | $4,876-60.2% |
| Participant deferral / active EE | $762 | $4,195-81.8% | $3,548-78.5% | $5,439-86.0% |
| Admin fee / account holder | $2,010 | $8,948-77.5% | $5,417-62.9% | $10,886-81.5% |