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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 | $511,489 | $165,381+209.3% | $149,730+241.6% | $158,966+221.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.13% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $13,595 | $5,104+166.4% | $4,645+192.7% | $4,762+185.5% |
| Participant deferral / active EE | $365 | $7,182-94.9% | $6,843-94.7% | $5,983-93.9% |
| Admin fee / account holder | $4,000 | $10,809-63.0% | $9,310-57.0% | $11,250-64.4% |