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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 | $1,153,147 | $176,105+554.8% | $159,474+623.1% | $167,536+588.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.11% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,529 | $5,299-71.1% | $4,831-68.3% | $4,839-68.4% |
| Participant deferral / active EE | $2,200 | $7,751-71.6% | $7,353-70.1% | $6,342-65.3% |
| Admin fee / account holder | $43,507 | $12,559+246.4% | $10,802+302.8% | $12,315+253.3% |