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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 | $407,956+1.6% | $299,830+38.3% | $198,609+108.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 10.71% | 6.66%+4.0pp | 10.58%+0.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $11,581 | $7,661+51.2% | $5,842+98.2% | $5,055+129.1% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,078 | $73,031-93.0% | $50,982-90.0% | $19,030-73.3% |