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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 | $289,002 | $102,422+182.2% | $147,117+96.4% | $80,959+257.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 12.89% | 135.16%-122.3pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $12,500 | $3,717+236.3% | $4,932+153.4% | $2,757+353.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,854 | $7,953+61.6% | $12,993-1.1% | $6,925+85.6% |