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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 | $282,059+213.0% | $213,469+313.6% | $154,746+470.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 22.35% | 20.90%+1.4pp | 20.58%+1.8pp | 172.34%-150.0pp |
| Employer contribution / active EE | $25,000 | $6,189+303.9% | $4,994+400.6% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,327 | $37,435-67.1% | $27,141-54.6% | $14,365-14.2% |