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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 | $496,972 | $162,136+206.5% | $152,301+226.3% | $154,746+221.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 12.17% | 91.02%-78.9pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $12,168 | $4,890+148.8% | $4,624+163.1% | $4,379+177.9% |
| Participant deferral / active EE | $2,471 | $8,341-70.4% | $8,004-69.1% | $6,730-63.3% |
| Admin fee / account holder | $27,745 | $15,759+76.1% | $14,398+92.7% | $14,365+93.1% |