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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 | $1,110,429 | $275,752+302.7% | $256,809+332.4% | $198,609+459.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.10% | 34.81%-29.7pp | 32.73%-27.6pp | 202.70%-197.6pp |
| Employer contribution / active EE | $9,371 | $7,721+21.4% | $7,263+29.0% | $5,055+85.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $72,037 | $25,716+180.1% | $25,146+186.5% | $19,030+278.5% |