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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 | $399,352 | $87,544+356.2% | $75,784+427.0% | $125,388+218.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | 1.60% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.6pp |
| Employer contribution / active EE | $8,114 | $3,930+106.4% | $3,323+144.1% | $4,866+66.7% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $85,208 | $6,502+1210.4% | $5,300+1507.8% | $9,541+793.1% |