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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 | $362,450 | $110,379+228.4% | $102,412+253.9% | $145,884+148.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.01% | 24.84%-8.8pp | 24.94%-8.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,036 | $4,216-28.0% | $3,870-21.5% | $4,662-34.9% |
| Participant deferral / active EE | $1,112 | $5,622-80.2% | $5,060-78.0% | $6,690-83.4% |
| Admin fee / account holder | $2,249 | $9,745-76.9% | $8,388-73.2% | $13,392-83.2% |