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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 | $287,768 | $176,786+62.8% | $146,643+96.2% | $167,536+71.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.99% | 24.04%-14.0pp | 22.75%-12.8pp | 478.82%-468.8pp |
| Employer contribution / active EE | $21,851 | $5,161+323.4% | $4,137+428.2% | $4,839+351.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,363 | $13,262-89.7% | $10,280-86.7% | $12,315-88.9% |