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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 | $586,470 | $185,312+216.5% | $161,489+263.2% | $154,746+279.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.37% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $22,946 | $4,769+381.1% | $4,268+437.6% | $4,379+424.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,664 | $18,654-75.0% | $16,006-70.9% | $14,365-67.5% |