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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 | $268,482 | $107,353+150.1% | $92,903+189.0% | $152,885+75.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.51% | 145.62%-132.1pp | 109.43%-95.9pp | 345.39%-331.9pp |
| Employer contribution / active EE | $16,442 | $4,222+289.5% | $3,653+350.1% | $4,763+245.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,194 | $7,081-83.1% | $5,795-79.4% | $11,598-89.7% |