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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 | $319,878 | $115,814+176.2% | $101,275+215.9% | $158,982+101.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.73% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.3pp |
| Employer contribution / active EE | $19,125 | $4,176+358.0% | $3,660+422.5% | $4,763+301.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,385 | $7,249-80.9% | $5,948-76.7% | $11,252-87.7% |