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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 | $177,156+223.9% | $147,027+290.3% | $154,746+270.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.30% | 21.94%-10.6pp | 20.23%-8.9pp | 172.34%-161.0pp |
| Employer contribution / active EE | $13,500 | $4,336+211.3% | $3,626+272.3% | $4,379+208.3% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,985 | $14,904-59.8% | $12,223-51.0% | $14,365-58.3% |