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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 | $454,155 | $133,998+238.9% | $112,263+304.5% | $134,545+237.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | 8.70% | 47.17%-38.5pp | 27.49%-18.8pp | 418.37%-409.7pp |
| Employer contribution / active EE | $14,492 | $4,040+258.7% | $3,636+298.6% | $4,742+205.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,016 | $7,493-19.7% | $6,410-6.2% | $11,431-47.4% |