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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 | $1,035,505 | $115,814+794.1% | $101,275+922.5% | $158,982+551.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.86% | 56.16%-44.3pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $33,669 | $4,176+706.3% | $3,660+819.9% | $4,763+606.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,342 | $7,249+111.6% | $5,948+157.9% | $11,252+36.4% |