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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 | $505,033 | $57,352+780.6% | $83,831+502.4% | $64,173+687.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 38.48% | 11.38%+27.1pp | 850.99%-812.5pp | 7.63%+30.8pp |
| Employer contribution / active EE | $1,072 | $2,546-57.9% | $3,631-70.5% | $2,381-55.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,440 | $4,046+34.4% | $5,479-0.7% | $4,887+11.3% |