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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 | $653,834 | $183,627+256.1% | $155,602+320.2% | $145,978+347.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 61.32%-42.7pp | 64.81%-46.1pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,675-46.5% | $4,662-46.4% |
| Participant deferral / active EE | $375 | $6,466-94.2% | $5,629-93.3% | $6,690-94.4% |
| Admin fee / account holder | $90,569 | $19,327+368.6% | $15,923+468.8% | $13,400+575.9% |