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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 | $870,127 | $140,592+518.9% | $123,105+606.8% | $125,389+593.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 33.52% | 16.80%+16.7pp | 13.22%+20.3pp | 282.24%-248.7pp |
| Employer contribution / active EE | $27,215 | $6,041+350.5% | $5,151+428.3% | $4,866+459.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,500 | $11,198+11.6% | $9,014+38.7% | $9,541+31.0% |