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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 | $639,249 | $100,139+538.4% | $85,187+650.4% | $145,884+338.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.60% | 84.15%-74.5pp | 66.67%-57.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $15,000 | $3,238+363.3% | $2,732+449.0% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $42,079 | $7,262+479.4% | $6,162+582.9% | $13,392+214.2% |