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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 | $264,096 | $141,004+87.3% | $112,273+135.2% | $139,466+89.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 13.15% | 32.75%-19.6pp | 30.23%-17.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $903 | $5,878-84.6% | $4,800-81.2% | $6,712-86.5% |
| Admin fee / account holder | $16,156 | $9,959+62.2% | $7,752+108.4% | $11,409+41.6% |