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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 | $792,814 | $101,069+684.4% | $81,478+873.0% | $147,585+437.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.27% | 32.40%-16.1pp | 38.78%-22.5pp | 578.57%-562.3pp |
| Employer contribution / active EE | $15,382 | $3,205+379.9% | $2,568+499.1% | $4,876+215.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $68,266 | $5,812+1074.6% | $4,561+1396.7% | $10,885+527.1% |