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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 | $1,753,545 | $181,896+864.0% | $156,551+1020.1% | $273,972+540.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $27,269 | $6,248+336.4% | $5,501+395.7% | $4,869+460.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,001 | $15,560+41.4% | $13,028+68.9% | $10,133+117.1% |