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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 | $494,554 | $77,817+535.5% | $123,553+300.3% | $64,173+670.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.18% | 12.49%-4.3pp | 119.21%-111.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $31,114 | $3,014+932.3% | $4,628+572.3% | $2,381+1206.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,820 | $5,519+132.3% | $9,284+38.1% | $4,887+162.3% |