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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 | $776,689 | $86,949+793.3% | $102,460+658.0% | $80,959+859.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 26.45% | 18.89%+7.6pp | 29.47%-3.0pp | 35.67%-9.2pp |
| Employer contribution / active EE | $23,667 | $2,370+898.7% | $3,025+682.3% | $2,757+758.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,488 | $8,048-19.4% | $9,460-31.4% | $6,925-6.3% |