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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 | $493,078 | $157,304+213.5% | $141,197+249.2% | $152,909+222.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.46% | 64.34%-36.9pp | 71.41%-43.9pp | 345.46%-318.0pp |
| Employer contribution / active EE | $22,261 | $5,263+323.0% | $4,736+370.0% | $4,764+367.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $90,852 | $12,126+649.2% | $10,265+785.1% | $11,601+683.2% |