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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 | $376,681 | $129,737+190.3% | $119,126+216.2% | $154,746+143.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 25.75% | 379.08%-353.3pp | 282.11%-256.4pp | 172.34%-146.6pp |
| Employer contribution / active EE | $29,309 | $4,375+569.9% | $4,034+626.6% | $4,379+569.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,970 | $11,961-58.4% | $10,693-53.5% | $14,365-65.4% |