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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 | $326,845 | $167,415+95.2% | $140,514+132.6% | $198,609+64.6% |
| Participation rate | 73.3% | 80.9%-7.5pp | 77.8%-4.5pp | 82.4%-9.0pp |
| Annual return | 10.87% | 13.85%-3.0pp | 14.36%-3.5pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $288 | $5,579-94.8% | $4,919-94.2% | $6,977-95.9% |
| Admin fee / account holder | $16,298 | $16,730-2.6% | $13,697+19.0% | $19,030-14.4% |