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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 | $293,506 | $99,652+194.5% | $78,778+272.6% | $147,586+98.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.15% | 47.28%-30.1pp | 35.62%-18.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $244 | $3,664-93.3% | $2,958-91.8% | $5,439-95.5% |
| Admin fee / account holder | $10,094 | $7,155+41.1% | $5,134+96.6% | $10,886-7.3% |