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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 | $167,415+72.0% | $140,514+104.9% | $198,609+45.0% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 10.10% | 13.85%-3.8pp | 14.36%-4.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $42 | $5,579-99.3% | $4,919-99.2% | $6,977-99.4% |
| Admin fee / account holder | $61,218 | $16,730+265.9% | $13,697+346.9% | $19,030+221.7% |