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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 | $303,310 | $165,939+82.8% | $122,354+147.9% | $147,586+105.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.98% | 34.56%-24.6pp | 30.28%-20.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $30,550 | $5,754+430.9% | $4,051+654.1% | $4,876+526.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,852 | $7,425+113.5% | $5,479+189.3% | $10,886+45.6% |