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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 | $475,605 | $113,941+317.4% | $94,229+404.7% | $125,389+279.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.84% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,724 | $4,727-21.2% | $3,587+3.8% | $4,866-23.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,812 | $8,392-78.4% | $6,269-71.1% | $9,541-81.0% |