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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 | $1,840,383 | $156,616+1075.1% | $133,346+1280.2% | $198,609+826.6% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | 24.75% | 44.25%-19.5pp | 36.85%-12.1pp | 202.70%-177.9pp |
| Employer contribution / active EE | $1,118 | $3,368-66.8% | $2,853-60.8% | $5,055-77.9% |
| Participant deferral / active EE | $1,245 | $4,920-74.7% | $4,332-71.3% | $6,977-82.2% |
| Admin fee / account holder | $78,198 | $17,468+347.7% | $14,264+448.2% | $19,030+310.9% |