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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 | $540,501 | $174,379+210.0% | $152,093+255.4% | $138,895+289.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.57% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $900 | $4,652-80.7% | $4,175-78.4% | $4,194-78.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,000 | $16,880+77.7% | $14,497+106.9% | $12,562+138.8% |