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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 | $631,527 | $211,946+198.0% | $169,452+272.7% | $135,379+366.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 15.67% | 3.26%+12.4pp | 1.83%+13.8pp | 519.79%-504.1pp |
| Employer contribution / active EE | $8,478 | $5,117+65.7% | $4,157+104.0% | $4,779+77.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,189 | $11,472+15.0% | $9,110+44.8% | $10,828+21.8% |