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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 | $554,098 | $196,972+181.3% | $182,262+204.0% | $198,609+179.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.85% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $22,959 | $5,364+328.1% | $5,046+355.0% | $5,055+354.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,049 | $18,429-83.5% | $16,712-81.8% | $19,030-84.0% |