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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 | $544,236 | $124,330+337.7% | $109,173+398.5% | $167,536+224.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.37% | 26.04%-15.7pp | 25.75%-15.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $15,713 | $4,209+273.3% | $3,723+322.1% | $4,839+224.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,881 | $7,974+174.4% | $6,755+223.9% | $12,315+77.7% |