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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 | $217,392+335.5% | $185,818+409.5% | $167,497+465.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.50% | 148.37%-133.9pp | 122.06%-107.6pp | 478.62%-464.1pp |
| Employer contribution / active EE | $32,091 | $5,873+446.4% | $5,168+521.0% | $4,838+563.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $56,233 | $19,813+183.8% | $16,239+246.3% | $12,310+356.8% |