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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 | $174,379+179.8% | $152,093+220.7% | $138,895+251.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.59% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $9,927 | $4,652+113.4% | $4,175+137.8% | $4,194+136.7% |
| Participant deferral / active EE | $486 | $6,159-92.1% | $5,451-91.1% | $6,396-92.4% |
| Admin fee / account holder | $57,472 | $16,880+240.5% | $14,497+296.4% | $12,562+357.5% |