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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 | $707,126 | $110,212+541.6% | $96,534+632.5% | $139,466+407.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.40% | 26.42%-15.0pp | 25.88%-14.5pp | 373.66%-362.3pp |
| Employer contribution / active EE | $28,396 | $3,620+684.4% | $2,965+857.6% | $4,754+497.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,727 | $11,599-42.0% | $8,253-18.5% | $11,409-41.0% |