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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 | $612,917 | $167,352+266.2% | $143,788+326.3% | $134,509+355.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.13% | 0.47%+11.7pp | -0.03%+12.2pp | 418.13%-406.0pp |
| Employer contribution / active EE | $6,000 | $5,620+6.8% | $4,952+21.2% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,413 | $18,091+23.9% | $14,675+52.7% | $11,427+96.1% |