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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 | $440,438 | $171,930+156.2% | $151,266+191.2% | $154,746+184.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 12.25% | 242.03%-229.8pp | 180.60%-168.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $40,615 | $4,710+762.3% | $4,237+858.6% | $4,379+827.5% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35,115 | $15,803+122.2% | $13,159+166.8% | $14,365+144.4% |