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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 | $1,627,403 | $99,053+1543.0% | $88,179+1745.6% | $138,895+1071.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.30% | 78.17%-58.9pp | 64.97%-45.7pp | 145.39%-126.1pp |
| Employer contribution / active EE | $21,690 | $2,882+652.6% | $2,549+750.8% | $4,194+417.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $76,182 | $8,748+770.8% | $7,673+892.9% | $12,562+506.4% |