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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 | $757,188 | $162,136+367.0% | $152,301+397.2% | $154,746+389.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.89% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,608 | $4,890-67.1% | $4,624-65.2% | $4,379-63.3% |
| Participant deferral / active EE | $1,708 | $8,341-79.5% | $8,004-78.7% | $6,730-74.6% |
| Admin fee / account holder | $7,706 | $15,759-51.1% | $14,398-46.5% | $14,365-46.4% |