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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 | $566,469 | $161,352+251.1% | $134,172+322.2% | $137,256+312.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.83% | 28.72%-17.9pp | 25.30%-14.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $29,738 | $4,099+625.6% | $3,420+769.6% | $4,156+615.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $454 | $15,028-97.0% | $12,016-96.2% | $12,270-96.3% |