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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 | $882,819 | $251,004+251.7% | $191,597+360.8% | $138,895+535.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 22.35% | 31.05%-8.7pp | 27.07%-4.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $25,000 | $6,226+301.5% | $5,025+397.5% | $4,194+496.1% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,327 | $31,471-60.8% | $22,799-45.9% | $12,562-1.9% |