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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 | $500,306 | $154,228+224.4% | $145,433+244.0% | $137,256+264.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $13,948 | $4,804+190.3% | $4,554+206.2% | $4,156+235.6% |
| Participant deferral / active EE | $384 | $8,216-95.3% | $7,897-95.1% | $6,407-94.0% |
| Admin fee / account holder | $344 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |