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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 | $93,057+414.0% | $153,500+211.6% | $80,925+491.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 19.65% | 19.96%-0.3pp | 15.70%+3.9pp | 35.65%-16.0pp |
| Employer contribution / active EE | $4,762 | $3,507+35.8% | $5,039-5.5% | $2,756+72.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $38,600 | $8,885+334.5% | $12,736+203.1% | $6,940+456.2% |