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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 | $270,955 | $102,245+165.0% | $89,340+203.3% | $137,256+97.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.99% | 21.89%-2.9pp | 20.57%-1.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $11,670 | $2,529+361.4% | $2,231+423.0% | $4,156+180.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,510 | $8,085+79.5% | $6,704+116.4% | $12,270+18.3% |