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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 | $862,953 | $213,785+303.7% | $185,441+365.4% | $155,188+456.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.56% | 19.97%-8.4pp | 20.16%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $70,000 | $5,393+1198.0% | $4,672+1398.2% | $4,248+1547.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,927 | $21,134-67.2% | $17,890-61.3% | $14,480-52.2% |