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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 | $488,388 | $115,225+323.9% | $100,712+384.9% | $138,895+251.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.82% | 40.35%-27.5pp | 33.27%-20.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $14,084 | $2,771+408.2% | $2,313+509.0% | $4,194+235.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,036 | $10,844-44.3% | $9,256-34.8% | $12,562-52.0% |