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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 | $462,853 | $213,785+116.5% | $185,441+149.6% | $155,188+198.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.79% | 19.97%-9.2pp | 20.16%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $5,556 | $5,393+3.0% | $4,672+18.9% | $4,248+30.8% |
| Participant deferral / active EE | $1,016 | $6,864-85.2% | $6,152-83.5% | $6,531-84.5% |
| Admin fee / account holder | $72,156 | $21,134+241.4% | $17,890+303.3% | $14,480+398.3% |