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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 | $353,647 | $99,652+254.9% | $78,778+348.9% | $147,586+139.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.60% | 47.28%-35.7pp | 35.62%-24.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $35,885 | $2,796+1183.6% | $1,986+1707.2% | $4,876+635.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,494 | $7,155-51.2% | $5,134-31.9% | $10,886-67.9% |