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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 | $1,175,105 | $132,634+786.0% | $115,768+915.1% | $137,256+756.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.71% | 160.70%-150.0pp | 100.46%-89.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,333 | $3,360-0.8% | $2,940+13.4% | $4,156-19.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $49,746 | $15,028+231.0% | $12,439+299.9% | $12,270+305.4% |