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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 | $946,677 | $217,432+335.4% | $185,851+409.4% | $167,553+465.0% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.50% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $32,091 | $5,874+446.3% | $5,168+520.9% | $4,840+563.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $56,233 | $19,820+183.7% | $16,245+246.2% | $12,316+356.6% |