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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 | $777,933 | $212,386+266.3% | $199,883+289.2% | $138,895+460.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.11% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $32,097 | $6,625+384.5% | $6,261+412.6% | $4,194+665.3% |
| Participant deferral / active EE | $70 | $9,617-99.3% | $9,138-99.2% | $6,396-98.9% |
| Admin fee / account holder | $15,181 | $18,233-16.7% | $17,268-12.1% | $12,562+20.8% |