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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 | $325,330 | $168,635+92.9% | $147,617+120.4% | $125,389+159.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 8.21% | 77.65%-69.4pp | 61.98%-53.8pp | 282.24%-274.0pp |
| Employer contribution / active EE | $2,500 | $6,252-60.0% | $5,564-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,658 | $13,580-36.2% | $11,612-25.4% | $9,541-9.3% |