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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 | $742,676 | $217,432+241.6% | $185,849+299.6% | $167,536+343.3% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.85% | 148.42%-137.6pp | 122.10%-111.2pp | 478.82%-468.0pp |
| Employer contribution / active EE | $18,000 | $5,875+206.4% | $5,169+248.3% | $4,839+272.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,854 | $19,818-80.6% | $16,244-76.3% | $12,315-68.7% |