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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 | $361,262 | $138,393+161.0% | $184,256+96.1% | $80,959+346.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 26.72% | 20.01%+6.7pp | 28.85%-2.1pp | 35.67%-9.0pp |
| Employer contribution / active EE | $31,121 | $4,847+542.0% | $6,427+384.2% | $2,757+1028.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $48,169 | $10,489+359.2% | $13,899+246.6% | $6,925+595.5% |