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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 | $961,619 | $156,398+514.9% | $147,318+552.7% | $138,895+592.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.19% | 78.75%-58.6pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $6,289 | $4,853+29.6% | $4,593+36.9% | $4,194+49.9% |
| Participant deferral / active EE | $2,305 | $8,237-72.0% | $7,906-70.9% | $6,396-64.0% |
| Admin fee / account holder | $10,020 | $14,976-33.1% | $13,708-26.9% | $12,562-20.2% |