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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 | $803,197 | $124,330+546.0% | $109,173+635.7% | $167,536+379.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 43.97% | 26.04%+17.9pp | 25.75%+18.2pp | 478.82%-434.9pp |
| Employer contribution / active EE | $29,331 | $4,209+596.8% | $3,723+687.9% | $4,839+506.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23,038 | $7,974+188.9% | $6,755+241.0% | $12,315+87.1% |