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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 | $81,457+268.1% | $103,378+190.1% | $80,911+270.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.03% | 25.58%-14.5pp | 24.91%-13.9pp | 35.63%-24.6pp |
| Employer contribution / active EE | $8,094 | $3,107+160.5% | $3,870+109.1% | $2,756+193.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,638 | $6,717-30.9% | $8,401-44.8% | $6,935-33.1% |