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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 | $1,223,798 | $111,814+994.5% | $103,378+1083.8% | $145,978+738.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.47% | 24.80%+0.7pp | 24.91%+0.6pp | 550.52%-525.0pp |
| Employer contribution / active EE | $26,950 | $4,215+539.4% | $3,870+596.3% | $4,662+478.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,935 | $9,764+227.1% | $8,401+280.1% | $13,400+138.3% |