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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 | $177,156+187.5% | $147,027+246.4% | $154,746+229.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.85% | 21.94%-11.1pp | 20.23%-9.4pp | 172.34%-161.5pp |
| Employer contribution / active EE | $8,000 | $4,336+84.5% | $3,626+120.6% | $4,379+82.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41,580 | $14,904+179.0% | $12,223+240.2% | $14,365+189.4% |