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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 | $696,798 | $201,344+246.1% | $184,243+278.2% | $145,877+377.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 29.01%-11.3pp | 28.82%-11.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,851 | $7,022-45.2% | $6,427-40.1% | $4,663-17.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $406 | $16,382-97.5% | $13,914-97.1% | $13,402-97.0% |