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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 | $1,003,132 | $142,409+604.4% | $119,634+738.5% | $134,545+645.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.70% | -12.46%+6.8pp | -14.98%+9.3pp | 418.37%-424.1pp |
| Employer contribution / active EE | $38,597 | $5,224+638.8% | $4,232+811.9% | $4,742+714.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,013 | $13,594+10.4% | $10,329+45.3% | $11,431+31.3% |