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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 | $410,108 | $111,785+266.9% | $93,669+337.8% | $145,877+181.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.37% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $15,005 | $3,096+384.7% | $2,424+519.1% | $4,663+221.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,408 | $10,256-76.5% | $8,291-71.0% | $13,402-82.0% |