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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 | $115,796+794.2% | $101,264+922.6% | $158,950+551.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.86% | 56.15%-44.3pp | 46.48%-34.6pp | 302.91%-291.1pp |
| Employer contribution / active EE | $33,669 | $4,175+706.4% | $3,660+819.9% | $4,762+607.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,342 | $7,247+111.7% | $5,947+158.0% | $11,248+36.4% |