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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 | $543,250 | $124,330+336.9% | $109,173+397.6% | $167,536+224.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.87% | 26.04%-5.2pp | 25.75%-4.9pp | 478.82%-457.9pp |
| Employer contribution / active EE | $39,066 | $4,209+828.1% | $3,723+949.4% | $4,839+707.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $416 | $7,974-94.8% | $6,755-93.8% | $12,315-96.6% |