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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 | $227,399+157.9% | $189,758+209.1% | $198,609+195.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.37% | 61.03%-46.7pp | 52.62%-38.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $22,946 | $5,526+315.2% | $4,767+381.4% | $5,055+353.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,664 | $25,162-81.5% | $20,388-77.1% | $19,030-75.5% |