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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 | $1,104,450 | $174,379+533.4% | $152,093+626.2% | $138,895+695.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.37% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,893 | $4,652-59.3% | $4,175-54.6% | $4,194-54.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $41,419 | $16,880+145.4% | $14,497+185.7% | $12,562+229.7% |