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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 | $344,656 | $174,018+98.1% | $136,833+151.9% | $198,609+73.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 0.21% | 35.16%-35.0pp | 35.32%-35.1pp | 202.70%-202.5pp |
| Employer contribution / active EE | $180 | $1,571-88.6% | $1,319-86.4% | $5,055-96.4% |
| Participant deferral / active EE | $225 | $2,873-92.2% | $2,441-90.8% | $6,977-96.8% |
| Admin fee / account holder | $7,758 | $5,434+42.8% | $4,706+64.9% | $19,030-59.2% |