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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 | $640,407 | $199,109+221.6% | $173,730+268.6% | $154,746+313.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.81% | 20.02%-8.2pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $15,276 | $5,311+187.6% | $4,577+233.7% | $4,379+248.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,918 | $20,916-23.9% | $17,523-9.2% | $14,365+10.8% |