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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 | $515,110 | $202,440+154.5% | $169,390+204.1% | $139,466+269.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.57% | 532.36%-512.8pp | 406.07%-386.5pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,236 | $4,693-73.7% | $4,013-69.2% | $4,754-74.0% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,734 | $10,722-65.2% | $9,015-58.6% | $11,409-67.3% |