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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 | $366,756 | $93,346+292.9% | $71,796+410.8% | $273,972+33.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 5.40% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $11,667 | $2,733+326.8% | $1,924+506.2% | $4,869+139.6% |
| Participant deferral / active EE | $320 | $3,475-90.8% | $2,794-88.5% | $5,287-93.9% |
| Admin fee / account holder | $10,835 | $6,571+64.9% | $4,815+125.0% | $10,133+6.9% |