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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 | $509,293 | $161,352+215.6% | $134,172+279.6% | $137,256+271.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.85% | 28.72%-17.9pp | 25.30%-14.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $8,000 | $4,099+95.2% | $3,420+133.9% | $4,156+92.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $41,580 | $15,028+176.7% | $12,016+246.0% | $12,270+238.9% |