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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 | $319,678 | $117,444+172.2% | $99,479+221.4% | $152,909+109.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 16.51% | 31.87%-15.4pp | 30.72%-14.2pp | 345.46%-329.0pp |
| Employer contribution / active EE | $14,240 | $3,014+372.5% | $2,540+460.6% | $4,764+198.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,038 | $7,635+319.6% | $6,253+412.4% | $11,601+176.2% |