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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 | $250,493 | $124,980+100.4% | $108,359+131.2% | $154,746+61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.55% | 45.00%-21.4pp | 36.89%-13.3pp | 172.34%-148.8pp |
| Employer contribution / active EE | $10,000 | $2,851+250.8% | $2,399+316.8% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,656 | $11,502-16.0% | $9,741-0.9% | $14,365-32.8% |