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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 | $1,080,311 | $100,203+978.1% | $85,240+1167.4% | $145,897+640.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 84.28%-63.9pp | 66.75%-46.4pp | 552.29%-532.0pp |
| Employer contribution / active EE | $29,329 | $3,242+804.7% | $2,735+972.3% | $4,663+529.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,942 | $7,265+367.2% | $6,165+450.6% | $13,390+153.5% |