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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 | $269,209 | $93,064+189.3% | $74,577+261.0% | $273,972-1.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.00% | 26.18%-15.2pp | 20.47%-9.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $29,027 | $3,160+818.6% | $2,525+1049.5% | $4,869+496.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,317 | $5,273-56.1% | $4,138-44.0% | $10,133-77.1% |