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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 | $302,592 | $108,882+177.9% | $96,754+212.7% | $154,746+95.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 13.33% | 98.39%-85.1pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $5,776 | $3,018+91.4% | $2,679+115.6% | $4,379+31.9% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,283 | $10,200-87.4% | $8,905-85.6% | $14,365-91.1% |