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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 | $562,197 | $110,212+410.1% | $96,534+482.4% | $139,466+303.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.18% | 26.42%-10.2pp | 25.88%-9.7pp | 373.66%-357.5pp |
| Employer contribution / active EE | $14,212 | $3,620+292.6% | $2,965+379.3% | $4,754+199.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,791 | $11,599-75.9% | $8,253-66.2% | $11,409-75.5% |