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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 | $1,092,441 | $165,912+558.4% | $122,342+792.9% | $147,585+640.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.42% | 34.55%-19.1pp | 30.28%-14.9pp | 578.57%-563.2pp |
| Employer contribution / active EE | $11,381 | $5,754+97.8% | $4,051+181.0% | $4,876+133.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $164,260 | $7,424+2112.6% | $5,478+2898.3% | $10,885+1409.0% |