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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 | $271,939 | $152,612+78.2% | $125,192+117.2% | $152,897+77.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.52% | 54.85%-40.3pp | 43.79%-29.3pp | 345.43%-330.9pp |
| Employer contribution / active EE | $36,540 | $4,947+638.6% | $3,866+845.2% | $4,764+667.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,140 | $13,437-69.2% | $9,704-57.3% | $11,599-64.3% |