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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 | $457,004 | $157,304+190.5% | $141,197+223.7% | $152,909+198.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.46% | 64.34%-45.9pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $3,357 | $5,263-36.2% | $4,736-29.1% | $4,764-29.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,674 | $12,126-45.0% | $10,265-35.0% | $11,601-42.5% |