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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 | $283,765 | $115,903+144.8% | $100,528+182.3% | $158,966+78.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.99% | 34.80%-25.8pp | 30.90%-21.9pp | 302.95%-294.0pp |
| Employer contribution / active EE | $10,582 | $4,105+157.8% | $3,419+209.5% | $4,762+122.2% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,734 | $11,000-84.2% | $8,084-78.6% | $11,250-84.6% |