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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 | $451,198 | $102,547+340.0% | $78,210+476.9% | $147,586+205.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.63% | 51.08%-26.4pp | 40.90%-16.3pp | 578.59%-554.0pp |
| Employer contribution / active EE | $9,445 | $2,617+260.9% | $2,034+364.5% | $4,876+93.7% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,587 | $5,059+109.3% | $3,758+181.7% | $10,886-2.7% |