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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 | $831,874 | $181,062+359.4% | $158,223+425.8% | $155,188+436.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.73% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $3,484 | $4,565-23.7% | $4,109-15.2% | $4,248-18.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,738 | $18,825-80.1% | $16,047-76.7% | $14,480-74.2% |