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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 | $313,269 | $108,825+187.9% | $156,181+100.6% | $82,448+280.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 37.75% | 20.59%+17.2pp | 64.87%-27.1pp | 41.64%-3.9pp |
| Employer contribution / active EE | $13,878 | $2,870+383.6% | $4,294+223.2% | $2,551+444.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,525 | $9,341-8.7% | $14,586-41.6% | $7,234+17.8% |