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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 | $902,114 | $118,488+661.4% | $98,462+816.2% | $139,487+546.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 18.96%-1.5pp | 21.17%-3.7pp | 373.84%-356.4pp |
| Employer contribution / active EE | $28,464 | $3,611+688.4% | $3,049+833.6% | $4,755+498.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $84,802 | $13,868+511.5% | $8,875+855.6% | $11,407+643.4% |