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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 | $378,878 | $212,777+78.1% | $173,703+118.1% | $198,609+90.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.22% | 18.82%-14.6pp | 17.46%-13.2pp | 202.70%-198.5pp |
| Employer contribution / active EE | $17,803 | $5,214+241.5% | $4,288+315.2% | $5,055+252.2% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,813 | $19,536-34.4% | $15,562-17.7% | $19,030-32.7% |