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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 | $104,650+229.3% | $83,854+311.0% | $155,188+122.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 0.21% | 28.97%-28.8pp | 31.39%-31.2pp | 148.84%-148.6pp |
| Employer contribution / active EE | $180 | $1,196-85.0% | $1,017-82.3% | $4,248-95.8% |
| Participant deferral / active EE | $225 | $2,367-90.5% | $2,035-89.0% | $6,531-96.6% |
| Admin fee / account holder | $7,758 | $3,518+120.5% | $3,197+142.7% | $14,480-46.4% |