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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 | $335,664 | $103,008+225.9% | $90,304+271.7% | $152,897+119.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.26% | 95.22%-76.0pp | 78.13%-58.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $10,000 | $3,139+218.5% | $2,855+250.3% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,735 | $6,175-55.7% | $5,354-48.9% | $11,599-76.4% |