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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 | $779,701 | $227,291+243.0% | $214,702+263.2% | $155,188+402.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.01% | 60.08%-45.1pp | 54.55%-39.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $8,500 | $6,772+25.5% | $6,461+31.6% | $4,248+100.1% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,788 | $20,413-56.9% | $19,830-55.7% | $14,480-39.3% |