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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 | $340,185 | $127,387+167.0% | $115,038+195.7% | $125,389+171.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $19,495 | $5,166+277.4% | $4,608+323.1% | $4,866+300.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,632 | $9,516-72.3% | $8,175-67.8% | $9,541-72.4% |