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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 | $810,303 | $282,059+187.3% | $213,469+279.6% | $154,746+423.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.77% | 20.90%-11.1pp | 20.58%-10.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $4,257 | $6,189-31.2% | $4,994-14.8% | $4,379-2.8% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,297 | $37,435-69.8% | $27,141-58.4% | $14,365-21.4% |