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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 | $683,173 | $227,399+200.4% | $189,758+260.0% | $198,609+244.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 12.63% | 61.03%-48.4pp | 52.62%-40.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $16,487 | $5,526+198.3% | $4,767+245.9% | $5,055+226.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,230 | $25,162-83.2% | $20,388-79.3% | $19,030-77.8% |