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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 | $1,617,424 | $99,380+1527.5% | $90,312+1690.9% | $155,188+942.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 21.69% | 19.35%+2.3pp | 18.90%+2.8pp | 148.84%-127.2pp |
| Employer contribution / active EE | $44,175 | $2,390+1748.5% | $2,243+1869.9% | $4,248+939.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,628 | $9,766-62.9% | $8,248-56.0% | $14,480-74.9% |