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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 | $355,652 | $162,967+118.2% | $135,792+161.9% | $138,895+156.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.71% | 30.08%-18.4pp | 25.96%-14.2pp | 145.39%-133.7pp |
| Employer contribution / active EE | $5,053 | $4,211+20.0% | $3,496+44.6% | $4,194+20.5% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,175 | $15,306-85.8% | $12,266-82.3% | $12,562-82.7% |