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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 | $837,497 | $201,344+316.0% | $184,243+354.6% | $145,877+474.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.82% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,894 | $7,022-44.5% | $6,427-39.4% | $4,663-16.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $74,183 | $16,382+352.8% | $13,914+433.2% | $13,402+453.5% |