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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 | $408,529 | $98,240+315.8% | $82,312+396.3% | $147,586+176.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.63% | 30.85%-21.2pp | 25.88%-16.2pp | 578.59%-569.0pp |
| Employer contribution / active EE | $17,783 | $3,192+457.2% | $2,428+632.3% | $4,876+264.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,026 | $8,563+203.9% | $5,608+364.1% | $10,886+139.1% |