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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 | $618,254 | $201,370+207.0% | $184,256+235.5% | $145,897+323.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.81% | 29.05%-8.2pp | 28.85%-8.0pp | 552.29%-531.5pp |
| Employer contribution / active EE | $12,766 | $7,024+81.8% | $6,427+98.6% | $4,663+173.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,968 | $16,364-88.0% | $13,899-85.8% | $13,390-85.3% |