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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 | $299,858 | $81,504+267.9% | $102,437+192.7% | $80,959+270.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.03% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $8,094 | $3,104+160.8% | $3,871+109.1% | $2,757+193.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,638 | $6,719-31.0% | $8,388-44.7% | $6,925-33.0% |