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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 | $259,605 | $107,809+140.8% | $97,032+167.5% | $155,188+67.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.30% | 38.06%-23.8pp | 35.38%-21.1pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,560 | $2,911-46.4% | $2,629-40.7% | $4,248-63.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,625 | $10,717-75.5% | $9,418-72.1% | $14,480-81.9% |