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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 | $126,661+956.4% | $113,397+1080.0% | $138,895+863.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.08% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $18,750 | $3,456+442.5% | $2,977+529.8% | $4,194+347.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,660 | $14,549-26.7% | $11,957-10.8% | $12,562-15.1% |