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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 | $1,338,616 | $172,111+677.8% | $150,298+790.6% | $137,256+875.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.61% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $18,513 | $4,636+299.3% | $4,154+345.7% | $4,156+345.5% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $51,760 | $16,471+214.3% | $14,116+266.7% | $12,270+321.8% |