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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 | $556,838 | $178,174+212.5% | $156,181+256.5% | $137,256+305.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.80% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $41,667 | $4,972+738.1% | $4,294+870.4% | $4,156+902.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,337 | $17,404-34.9% | $14,586-22.3% | $12,270-7.6% |