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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 | $267,230 | $254,759+4.9% | $216,567+23.4% | $198,609+34.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.40% | 10.04%+3.4pp | 12.94%+0.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $15,442 | $6,096+153.3% | $5,216+196.1% | $5,055+205.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,171 | $26,311-76.5% | $21,981-71.9% | $19,030-67.6% |