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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 | $543,708 | $157,304+245.6% | $141,197+285.1% | $152,909+255.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.79% | 64.34%-46.6pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $15,264 | $5,263+190.0% | $4,736+222.3% | $4,764+220.4% |
| Participant deferral / active EE | $735 | $7,111-89.7% | $6,710-89.0% | $5,851-87.4% |
| Admin fee / account holder | $20,201 | $12,126+66.6% | $10,265+96.8% | $11,601+74.1% |