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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 | $734,687 | $211,224+247.8% | $178,505+311.6% | $145,897+403.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.45% | 30.28%-9.8pp | 27.16%-6.7pp | 552.29%-531.8pp |
| Employer contribution / active EE | $12,000 | $4,577+162.2% | $3,955+203.4% | $4,663+157.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,000 | $12,109+65.2% | $10,428+91.8% | $13,390+49.4% |