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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 | $1,025,538 | $212,386+382.9% | $199,883+413.1% | $138,895+638.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.00% | 47.75%-29.7pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $27,546 | $6,625+315.8% | $6,261+339.9% | $4,194+556.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,284 | $18,233-82.0% | $17,268-81.0% | $12,562-73.9% |