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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 | $257,420 | $68,681+274.8% | $86,625+197.2% | $85,851+199.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 14.26% | 20.12%-5.9pp | 63.52%-49.3pp | 318.63%-304.4pp |
| Employer contribution / active EE | $6,137 | $1,880+226.3% | $2,496+145.9% | $2,565+139.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,087 | $5,974+102.3% | $5,830+107.3% | $6,261+93.1% |