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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 | $199,109+34.2% | $173,730+53.8% | $154,746+72.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.40% | 20.02%-6.6pp | 19.96%-6.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $15,442 | $5,311+190.7% | $4,577+237.3% | $4,379+252.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,171 | $20,916-70.5% | $17,523-64.8% | $14,365-57.0% |