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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 | $863,148 | $111,535+673.9% | $105,223+720.3% | $137,256+528.9% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 17.12% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,364 | $3,939+188.5% | $3,689+208.1% | $4,156+173.4% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $59,091 | $9,721+507.8% | $8,859+567.0% | $12,270+381.6% |