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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 | $442,907 | $211,288+109.6% | $178,540+148.1% | $145,884+203.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 44.30% | 30.27%+14.0pp | 27.15%+17.1pp | 551.85%-507.6pp |
| Employer contribution / active EE | $4,545 | $4,574-0.6% | $3,953+15.0% | $4,662-2.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,357 | $12,105+18.6% | $10,424+37.7% | $13,392+7.2% |