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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 | $433,493 | $111,814+287.7% | $103,374+319.3% | $145,959+197.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 49.13% | 24.77%+24.4pp | 24.89%+24.2pp | 561.95%-512.8pp |
| Employer contribution / active EE | $5,600 | $4,214+32.9% | $3,869+44.7% | $4,661+20.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $142,857 | $9,754+1364.5% | $8,394+1601.9% | $13,398+966.3% |