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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 | $273,208 | $65,685+315.9% | $57,181+377.8% | $273,965-0.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.79% | 21.99%-18.2pp | 14.59%-10.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $28,938 | $3,279+782.6% | $2,682+978.8% | $4,869+494.4% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,233 | $4,835-74.5% | $3,139-60.7% | $10,132-87.8% |