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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 | $728,319 | $123,155+491.4% | $108,753+569.7% | $155,188+369.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.13% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $537 | $2,811-80.9% | $2,427-77.9% | $4,248-87.4% |
| Participant deferral / active EE | $741 | $4,623-84.0% | $4,115-82.0% | $6,531-88.7% |
| Admin fee / account holder | $45,737 | $12,126+277.2% | $10,320+343.2% | $14,480+215.9% |