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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 | $1,173,959 | $172,111+582.1% | $150,298+681.1% | $137,256+755.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.68% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $29,595 | $4,636+538.3% | $4,154+612.4% | $4,156+612.1% |
| Participant deferral / active EE | $1,463 | $6,166-76.3% | $5,453-73.2% | $6,407-77.2% |
| Admin fee / account holder | $6,879 | $16,471-58.2% | $14,116-51.3% | $12,270-43.9% |