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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 | $624,250 | $88,996+601.4% | $78,004+700.3% | $138,895+349.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.73% | 28.03%-12.3pp | 31.07%-15.3pp | 145.39%-129.7pp |
| Employer contribution / active EE | $9,877 | $2,917+238.6% | $2,469+300.0% | $4,194+135.5% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $37,268 | $8,807+323.2% | $7,578+391.8% | $12,562+196.7% |