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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 | $806,894 | $197,637+308.3% | $177,848+353.7% | $158,982+407.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.01% | 58.77%-38.8pp | 48.33%-28.3pp | 302.99%-283.0pp |
| Employer contribution / active EE | $7,143 | $6,698+6.6% | $5,919+20.7% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $38,936 | $15,406+152.7% | $12,431+213.2% | $11,252+246.1% |