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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 | $1,034,923 | $227,597+354.7% | $189,575+445.9% | $167,536+517.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.18% | 78.44%-60.3pp | 64.19%-46.0pp | 478.82%-460.6pp |
| Employer contribution / active EE | $3,900 | $5,316-26.6% | $4,412-11.6% | $4,839-19.4% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $44,707 | $11,877+276.4% | $9,806+355.9% | $12,315+263.0% |