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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 | $543,883 | $111,535+387.6% | $105,223+416.9% | $137,256+296.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.00% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $22,284 | $3,939+465.7% | $3,689+504.1% | $4,156+436.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,492 | $9,721-74.4% | $8,859-71.9% | $12,270-79.7% |