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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 | $772,098 | $156,616+393.0% | $133,346+479.0% | $198,609+288.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.86% | 44.25%-27.4pp | 36.85%-20.0pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,056 | $3,368-68.7% | $2,853-63.0% | $5,055-79.1% |
| Participant deferral / active EE | $1,584 | $4,920-67.8% | $4,332-63.4% | $6,977-77.3% |
| Admin fee / account holder | $36,424 | $17,468+108.5% | $14,264+155.4% | $19,030+91.4% |