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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 | $1,061,403 | $289,211+267.0% | $260,467+307.5% | $198,609+434.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.00% | 112.90%-93.9pp | 100.60%-81.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $25,625 | $4,663+449.5% | $4,239+504.6% | $5,055+406.9% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $473 | $16,236-97.1% | $15,461-96.9% | $19,030-97.5% |