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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 | $1,206,846 | $201,264+499.6% | $184,185+555.2% | $145,978+726.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.71% | 29.00%-7.3pp | 28.81%-7.1pp | 550.52%-528.8pp |
| Employer contribution / active EE | $40,000 | $7,021+469.7% | $6,426+522.5% | $4,662+758.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,868 | $16,376+88.5% | $13,909+121.9% | $13,400+130.4% |