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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 | $487,836 | $172,111+183.4% | $150,298+224.6% | $137,256+255.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.59% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $9,927 | $4,636+114.1% | $4,154+139.0% | $4,156+138.9% |
| Participant deferral / active EE | $486 | $6,166-92.1% | $5,453-91.1% | $6,407-92.4% |
| Admin fee / account holder | $57,472 | $16,471+248.9% | $14,116+307.1% | $12,270+368.4% |