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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 | $699,531 | $227,399+207.6% | $189,758+268.6% | $198,609+252.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 15.61% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $10,531 | $5,526+90.6% | $4,767+120.9% | $5,055+108.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,934 | $25,162-80.4% | $20,388-75.8% | $19,030-74.1% |