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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 | $274,582 | $110,303+148.9% | $95,759+186.7% | $139,487+96.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.75% | 27.19%-17.4pp | 28.42%-18.7pp | 373.84%-364.1pp |
| Employer contribution / active EE | $10,000 | $3,261+206.7% | $2,836+252.6% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,805 | $6,615-72.7% | $5,678-68.2% | $11,407-84.2% |