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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 | $280,573 | $95,915+192.5% | $79,580+252.6% | $134,532+108.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 1.76% | -2.71%+4.5pp | 0.15%+1.6pp | 418.27%-416.5pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,413+107.2% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,830 | $9,132-47.1% | $6,835-29.3% | $11,429-57.7% |