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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 | $1,338,061 | $138,312+867.4% | $122,979+988.0% | $155,188+762.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.08% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $18,750 | $3,530+431.1% | $3,062+512.3% | $4,248+341.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,660 | $15,089-29.4% | $12,864-17.1% | $14,480-26.4% |