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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 | $270,735 | $98,240+175.6% | $82,312+228.9% | $147,586+83.4% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 12.02% | 30.85%-18.8pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $14,939 | $3,192+368.1% | $2,428+515.2% | $4,876+206.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,759 | $8,563-56.1% | $5,608-33.0% | $10,886-65.5% |