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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 | $201,259+155.0% | $184,200+178.6% | $145,959+251.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $30,898 | $7,018+340.3% | $6,424+381.0% | $4,661+562.9% |
| Participant deferral / active EE | $1,100 | $9,806-88.8% | $9,132-88.0% | $6,689-83.6% |
| Admin fee / account holder | $5,641 | $16,372-65.5% | $13,907-59.4% | $13,398-57.9% |