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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 | $400,993 | $67,823+491.2% | $52,425+664.9% | $137,256+192.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.29% | 219.11%-201.8pp | 302.12%-284.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,556 | $1,163+377.7% | $914+507.7% | $4,156+33.7% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,399 | $2,844+19.5% | $2,495+36.2% | $12,270-72.3% |