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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 | $475,967 | $114,119+317.1% | $107,187+344.1% | $138,895+242.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.75% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $18,700 | $4,059+360.7% | $3,782+394.4% | $4,194+345.8% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,396 | $10,024-56.1% | $9,162-52.0% | $12,562-65.0% |