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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 | $577,336 | $199,109+190.0% | $173,730+232.3% | $154,746+273.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.24% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $23,966 | $5,311+351.2% | $4,577+423.6% | $4,379+447.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,488 | $20,916-54.6% | $17,523-45.9% | $14,365-34.0% |