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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 | $599,838 | $111,814+436.5% | $103,378+480.2% | $145,978+310.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 17.95% | 24.80%-6.9pp | 24.91%-7.0pp | 550.52%-532.6pp |
| Employer contribution / active EE | $25,000 | $4,215+493.1% | $3,870+545.9% | $4,662+436.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,961 | $9,764-28.7% | $8,401-17.1% | $13,400-48.1% |