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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 | $147,594+83.6% | $121,871+122.3% | $198,609+36.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 12.94%+6.0pp | 13.57%+5.4pp | 202.70%-183.7pp |
| Employer contribution / active EE | $11,670 | $3,007+288.1% | $2,731+327.3% | $5,055+130.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,510 | $15,134-4.1% | $11,551+25.6% | $19,030-23.8% |