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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 | $570,734 | $110,212+417.9% | $96,534+491.2% | $139,466+309.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 10.51% | 26.42%-15.9pp | 25.88%-15.4pp | 373.66%-363.2pp |
| Employer contribution / active EE | $18,499 | $3,620+411.0% | $2,965+523.8% | $4,754+289.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,203 | $11,599+22.5% | $8,253+72.1% | $11,409+24.5% |