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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 | $513,124 | $201,370+154.8% | $184,256+178.5% | $145,897+251.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $30,898 | $7,024+339.9% | $6,427+380.7% | $4,663+562.7% |
| Participant deferral / active EE | $1,100 | $9,808-88.8% | $9,133-88.0% | $6,689-83.6% |
| Admin fee / account holder | $5,641 | $16,364-65.5% | $13,899-59.4% | $13,390-57.9% |