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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 | $488,089 | $154,228+216.5% | $145,433+235.6% | $137,256+255.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.93% | 74.59%-52.7pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $14,009 | $4,804+191.6% | $4,554+207.6% | $4,156+237.1% |
| Participant deferral / active EE | $89 | $8,216-98.9% | $7,897-98.9% | $6,407-98.6% |
| Admin fee / account holder | $3,159 | $14,344-78.0% | $13,129-75.9% | $12,270-74.3% |