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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 | $528,136 | $185,312+185.0% | $161,489+227.0% | $154,746+241.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.71% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $7,843 | $4,769+64.5% | $4,268+83.8% | $4,379+79.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $23,264 | $18,654+24.7% | $16,006+45.4% | $14,365+61.9% |