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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 | $265,337 | $167,362+58.5% | $143,799+84.5% | $134,532+97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,948 | $5,620-65.3% | $4,952-60.7% | $4,741-58.9% |
| Participant deferral / active EE | $1,982 | $6,447-69.3% | $5,638-64.8% | $6,401-69.0% |
| Admin fee / account holder | $2,852 | $18,094-84.2% | $14,677-80.6% | $11,429-75.0% |