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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 | $378,790 | $127,296+197.6% | $109,907+244.6% | $167,536+126.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.14% | 22.97%-8.8pp | 29.46%-15.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $23,456 | $3,325+605.5% | $2,844+724.8% | $4,839+384.7% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,415 | $7,119-66.1% | $6,069-60.2% | $12,315-80.4% |