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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 | $618,481 | $147,556+319.2% | $129,031+379.3% | $198,609+211.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.31% | 37.41%-29.1pp | 34.67%-26.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $6,570 | $3,645+80.3% | $3,226+103.7% | $5,055+30.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,823 | $15,467+118.7% | $13,208+156.1% | $19,030+77.7% |