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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 | $666,289 | $167,522+297.7% | $151,639+339.4% | $134,532+395.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.82% | 7.81%-16.6pp | 3.34%-12.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $6,900 | $6,828+1.1% | $6,165+11.9% | $4,741+45.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32,000 | $13,780+132.2% | $11,613+175.5% | $11,429+180.0% |