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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 | $619,937 | $198,457+212.4% | $170,435+263.7% | $147,586+320.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.48% | 257.30%-237.8pp | 205.94%-186.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $7,399 | $6,183+19.7% | $5,432+36.2% | $4,876+51.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,223 | $16,852+73.4% | $13,881+110.5% | $10,886+168.4% |