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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 | $655,310 | $117,846+456.1% | $102,434+539.7% | $145,884+349.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.28% | 31.90%-9.6pp | 29.46%-7.2pp | 551.85%-529.6pp |
| Employer contribution / active EE | $23,303 | $3,615+544.7% | $3,023+670.8% | $4,662+399.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $118,817 | $13,356+789.6% | $9,462+1155.7% | $13,392+787.2% |