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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 | $271,297 | $55,930+385.1% | $76,089+256.6% | $80,925+235.2% |
| Participation rate | 95.7% | 62.1%+33.6pp | 69.1%+26.6pp | 67.7%+28.0pp |
| Annual return | 26.49% | 20.58%+5.9pp | 360.94%-334.5pp | 35.65%-9.2pp |
| Employer contribution / active EE | $7,592 | $1,866+306.8% | $2,690+182.2% | $2,756+175.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $41,230 | $5,241+686.8% | $6,418+542.4% | $6,940+494.1% |