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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 | $592,018 | $209,336+182.8% | $197,124+200.3% | $137,256+331.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.31% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,668 | $6,591+31.5% | $6,227+39.2% | $4,156+108.6% |
| Participant deferral / active EE | $1,094 | $9,614-88.6% | $9,135-88.0% | $6,407-82.9% |
| Admin fee / account holder | $19,566 | $17,308+13.1% | $16,298+20.1% | $12,270+59.5% |