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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 | $94,439+346.1% | $73,658+471.9% | $154,746+172.2% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 23.40% | 28.25%-4.9pp | 29.72%-6.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $9,000 | $1,257+615.8% | $1,032+771.8% | $4,379+105.5% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29,633 | $3,843+671.1% | $3,357+782.8% | $14,365+106.3% |