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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 | $421,250 | $67,823+521.1% | $52,425+703.5% | $137,256+206.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 23.40% | 219.11%-195.7pp | 302.12%-278.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $9,000 | $1,163+673.9% | $914+884.5% | $4,156+116.6% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,633 | $2,844+941.9% | $2,495+1087.8% | $12,270+141.5% |