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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 | $451,793 | $197,594+128.6% | $177,822+154.1% | $158,931+184.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.81% | 58.76%-40.9pp | 48.32%-30.5pp | 302.86%-285.0pp |
| Employer contribution / active EE | $4,000 | $6,697-40.3% | $5,918-32.4% | $4,761-16.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,670 | $15,400-56.7% | $12,428-46.3% | $11,247-40.7% |