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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 | $1,344,890 | $817,678+64.5% | $392,568+242.6% | $152,897+779.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 18.16% | 22.84%-4.7pp | 24.42%-6.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $33,002 | $5,502+499.8% | $3,783+772.3% | $4,764+592.8% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $52,858 | $12,095+337.0% | $6,260+744.4% | $11,599+355.7% |