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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 | $86,922+793.5% | $102,438+658.2% | $80,874+860.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 26.45% | 18.90%+7.6pp | 29.37%-2.9pp | 35.62%-9.2pp |
| Employer contribution / active EE | $23,667 | $2,369+898.8% | $3,024+682.7% | $2,756+758.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,488 | $8,050-19.4% | $9,448-31.3% | $6,935-6.4% |