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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 | $558,349 | $135,956+310.7% | $123,894+350.7% | $273,972+103.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.48% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $24,167 | $5,170+367.5% | $4,617+423.5% | $4,869+396.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,531 | $9,817+27.6% | $8,357+49.9% | $10,133+23.7% |