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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 | $373,781 | $149,741+149.6% | $118,914+214.3% | $158,982+135.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.52% | 19.94%-12.4pp | 35.89%-28.4pp | 302.99%-295.5pp |
| Employer contribution / active EE | $4,286 | $4,119+4.1% | $3,264+31.3% | $4,763-10.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,930 | $8,607-31.1% | $6,582-9.9% | $11,252-47.3% |