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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 | $414,650 | $282,059+47.0% | $213,469+94.2% | $154,746+168.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.71% | 20.90%-10.2pp | 20.58%-9.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $11,581 | $6,189+87.1% | $4,994+131.9% | $4,379+164.5% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,078 | $37,435-86.4% | $27,141-81.3% | $14,365-64.7% |