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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 | $462,845 | $110,307+319.6% | $96,576+379.3% | $139,456+231.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.31% | 26.40%-6.1pp | 25.87%-5.6pp | 373.45%-353.1pp |
| Employer contribution / active EE | $1,148 | $3,619-68.3% | $2,965-61.3% | $4,753-75.8% |
| Participant deferral / active EE | $1,148 | $5,547-79.3% | $4,851-76.3% | $6,711-82.9% |
| Admin fee / account holder | $11,604 | $11,597+0.1% | $8,253+40.6% | $11,407+1.7% |