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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 | $597,399 | $154,228+287.3% | $145,433+310.8% | $137,256+335.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.05% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $25,000 | $4,804+420.4% | $4,554+448.9% | $4,156+501.5% |
| Participant deferral / active EE | $1,250 | $8,216-84.8% | $7,897-84.2% | $6,407-80.5% |
| Admin fee / account holder | $3,887 | $14,344-72.9% | $13,129-70.4% | $12,270-68.3% |