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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 | $576,857 | $100,970+471.3% | $96,576+497.3% | $137,256+320.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.16% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,137 | $3,809-70.1% | $3,553-68.0% | $4,156-72.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,682 | $11,312-58.6% | $11,381-58.9% | $12,270-61.8% |