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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 | $478,349 | $92,985+414.4% | $153,432+211.8% | $80,874+491.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 19.65% | 19.95%-0.3pp | 15.66%+4.0pp | 35.62%-16.0pp |
| Employer contribution / active EE | $4,762 | $3,507+35.8% | $5,038-5.5% | $2,756+72.8% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $38,600 | $8,880+334.7% | $12,725+203.3% | $6,935+456.6% |