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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 | $498,657 | $232,540+114.4% | $185,117+169.4% | $147,586+237.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.11% | 43.03%-27.9pp | 40.50%-25.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $4,906 | $5,195-5.6% | $4,182+17.3% | $4,876+0.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,858 | $10,275-43.0% | $8,159-28.2% | $10,886-46.2% |