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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 | $250,294 | $211,946+18.1% | $169,452+47.7% | $135,380+84.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.53% | 3.26%+8.3pp | 1.83%+9.7pp | 519.81%-508.3pp |
| Employer contribution / active EE | $13,846 | $5,117+170.6% | $4,157+233.1% | $4,779+189.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,464 | $11,472-52.4% | $9,110-40.0% | $10,828-49.5% |