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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 | $1,217,661 | $117,426+937.0% | $99,470+1124.2% | $152,885+696.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 31.35% | 31.87%-0.5pp | 30.72%+0.6pp | 345.39%-314.0pp |
| Employer contribution / active EE | $4,000 | $3,014+32.7% | $2,540+57.5% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,895 | $7,634+291.6% | $6,252+378.1% | $11,598+157.8% |