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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 | $427,436 | $104,251+310.0% | $91,004+369.7% | $147,586+189.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 28.59% | 27.06%+1.5pp | 4.60%+24.0pp | 578.59%-550.0pp |
| Employer contribution / active EE | $14,500 | $3,116+365.4% | $2,456+490.5% | $4,876+197.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,502 | $8,948+73.2% | $5,417+186.2% | $10,886+42.4% |