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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 | $1,153,204 | $213,785+439.4% | $185,441+521.9% | $155,188+643.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.06% | 19.97%-7.9pp | 20.16%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $31,298 | $5,393+480.3% | $4,672+569.9% | $4,248+636.8% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,664 | $21,134+35.6% | $17,890+60.2% | $14,480+98.0% |