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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 | $309,000 | $152,619+102.5% | $125,195+146.8% | $152,909+102.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.15% | 54.85%-43.7pp | 43.79%-32.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $12,500 | $4,947+152.7% | $3,866+223.3% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,048 | $13,437-77.3% | $9,704-68.6% | $11,601-73.7% |