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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 | $312,430 | $106,974+192.1% | $90,796+244.1% | $138,895+124.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 10.76% | 20.10%-9.3pp | 19.29%-8.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $13,130 | $2,609+403.3% | $2,294+472.4% | $4,194+213.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,592 | $8,626-35.2% | $7,024-20.4% | $12,562-55.5% |