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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 | $575,330 | $184,014+212.7% | $161,149+257.0% | $138,895+314.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.92% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $21,752 | $5,055+330.3% | $4,360+398.9% | $4,194+418.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,133 | $18,027-27.1% | $15,194-13.6% | $12,562+4.5% |