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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 | $553,346 | $124,346+345.0% | $111,308+397.1% | $167,536+230.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.45% | 37.45%-12.0pp | 54.67%-29.2pp | 478.82%-453.4pp |
| Employer contribution / active EE | $16,723 | $3,437+386.5% | $2,732+512.2% | $4,839+245.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,417 | $10,621-77.2% | $7,965-69.7% | $12,315-80.4% |