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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 | $505,539 | $163,687+208.8% | $108,745+364.9% | $273,972+84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 52.45% | 31.16%+21.3pp | 46.22%+6.2pp | 41.46%+11.0pp |
| Employer contribution / active EE | $1,276 | $4,711-72.9% | $3,323-61.6% | $4,869-73.8% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,232 | $12,890-90.4% | $6,144-79.9% | $10,133-87.8% |