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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 | $308,000 | $142,409+116.3% | $119,634+157.5% | $134,545+128.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 33.93% | -12.46%+46.4pp | -14.98%+48.9pp | 418.37%-384.4pp |
| Employer contribution / active EE | $10,526 | $5,224+101.5% | $4,232+148.7% | $4,742+122.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,317 | $13,594-83.0% | $10,329-77.6% | $11,431-79.7% |