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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 | $573,874 | $161,352+255.7% | $134,172+327.7% | $137,256+318.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.30% | 28.72%-17.4pp | 25.30%-14.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $13,500 | $4,099+229.4% | $3,420+294.7% | $4,156+224.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,985 | $15,028-60.2% | $12,016-50.2% | $12,270-51.2% |