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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 | $466,303 | $111,878+316.8% | $93,727+397.5% | $145,897+219.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.84% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $14,979 | $3,092+384.4% | $2,421+518.6% | $4,663+221.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,454 | $10,256+274.9% | $8,292+363.8% | $13,390+187.2% |