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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 | $519,358 | $103,038+404.0% | $90,324+475.0% | $152,909+239.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.46% | 95.25%-72.8pp | 78.15%-55.7pp | 345.46%-323.0pp |
| Employer contribution / active EE | $13,500 | $3,141+329.9% | $2,856+372.7% | $4,764+183.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $83,343 | $6,177+1249.2% | $5,356+1456.2% | $11,601+618.4% |