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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 | $383,108 | $141,001+171.7% | $112,228+241.4% | $139,487+174.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.09% | 32.75%-20.7pp | 30.23%-18.1pp | 373.84%-361.8pp |
| Employer contribution / active EE | $4,286 | $4,2850% | $3,432+24.9% | $4,755-9.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,895 | $9,959-40.8% | $7,752-24.0% | $11,407-48.3% |