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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 | $257,912 | $73,955+248.7% | $96,520+167.2% | $75,181+243.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.67% | 26.72%-13.0pp | 35.72%-22.0pp | 160.69%-147.0pp |
| Employer contribution / active EE | $8,294 | $2,930+183.1% | $3,739+121.9% | $2,671+210.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,509 | $5,217+5.6% | $6,733-18.2% | $5,650-2.5% |