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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 | $953,403 | $123,155+674.1% | $108,753+776.7% | $155,188+514.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.39% | 44.73%-31.3pp | 37.47%-24.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $32,149 | $2,811+1043.6% | $2,427+1224.9% | $4,248+656.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,767 | $12,126-85.4% | $10,320-82.9% | $14,480-87.8% |