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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 | $509,973 | $174,018+193.1% | $136,833+272.7% | $198,609+156.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 14.42% | 35.16%-20.7pp | 35.32%-20.9pp | 202.70%-188.3pp |
| Employer contribution / active EE | $20,250 | $1,571+1188.9% | $1,319+1435.8% | $5,055+300.6% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,918 | $5,434-9.5% | $4,706+4.5% | $19,030-74.2% |