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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 | $270,955 | $103,164+162.6% | $90,259+200.2% | $154,746+75.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.99% | 19.25%-0.3pp | 18.88%+0.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $11,670 | $2,532+361.0% | $2,291+409.3% | $4,379+166.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,510 | $8,593+68.9% | $7,267+99.7% | $14,365+1.0% |