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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 | $185,312+163.3% | $161,489+202.1% | $154,746+215.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.59% | 103.84%-91.3pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $9,927 | $4,769+108.2% | $4,268+132.6% | $4,379+126.7% |
| Participant deferral / active EE | $486 | $6,350-92.3% | $5,630-91.4% | $6,730-92.8% |
| Admin fee / account holder | $57,472 | $18,654+208.1% | $16,006+259.1% | $14,365+300.1% |