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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 | $842,220 | $182,442+361.6% | $163,379+415.5% | $138,895+506.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.02% | 72.74%-58.7pp | 63.41%-49.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $6,882 | $4,159+65.5% | $3,752+83.4% | $4,194+64.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,014 | $10,396-22.9% | $9,818-18.4% | $12,562-36.2% |