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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 | $410,287 | $153,311+167.6% | $109,313+275.3% | $273,972+49.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 14.31% | 29.86%-15.5pp | 22.07%-7.8pp | 41.46%-27.1pp |
| Employer contribution / active EE | $21,878 | $5,619+289.3% | $3,892+462.1% | $4,869+349.3% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,137 | $8,076-36.4% | $5,666-9.3% | $10,133-49.3% |