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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 | $1,405,828 | $149,754+838.8% | $118,934+1082.0% | $158,931+784.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.43% | 19.95%-10.5pp | 35.88%-26.5pp | 302.86%-293.4pp |
| Employer contribution / active EE | $6,706 | $4,116+62.9% | $3,263+105.5% | $4,761+40.8% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $60,088 | $8,603+598.5% | $6,580+813.2% | $11,247+434.3% |