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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 | $1,196,447 | $375,661+218.5% | $312,151+283.3% | $382,429+212.9% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 18.26% | 0.11%+18.1pp | 1.82%+16.4pp | 248.85%-230.6pp |
| Employer contribution / active EE | $20,612 | $9,697+112.6% | $8,031+156.6% | $8,036+156.5% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $438,127 | $64,308+581.3% | $51,799+745.8% | $30,732+1325.6% |