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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 | $469,569 | $142,392+229.8% | $119,622+292.5% | $134,532+249.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.14% | -12.46%+16.6pp | -14.98%+19.1pp | 418.27%-414.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,235 | $6,467-80.9% | $5,601-77.9% | $6,401-80.7% |
| Admin fee / account holder | $4,926 | $13,593-63.8% | $10,328-52.3% | $11,429-56.9% |