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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 | $614,448 | $172,111+257.0% | $150,298+308.8% | $137,256+347.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.51% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $14,175 | $4,636+205.7% | $4,154+241.2% | $4,156+241.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,617 | $16,471+116.2% | $14,116+152.3% | $12,270+190.3% |