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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 | $503,302 | $90,486+456.2% | $78,676+539.7% | $273,972+83.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.73% | 75.62%-71.9pp | 62.19%-58.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $35,537 | $3,175+1019.3% | $2,850+1146.9% | $4,869+629.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,963 | $5,263+89.3% | $4,510+120.9% | $10,133-1.7% |