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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 | $287,955 | $136,860+110.4% | $120,344+139.3% | $154,746+86.1% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 10.10% | 21.38%-11.3pp | 20.30%-10.2pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $42 | $5,793-99.3% | $5,135-99.2% | $6,730-99.4% |
| Admin fee / account holder | $61,218 | $15,393+297.7% | $12,742+380.5% | $14,365+326.2% |