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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 | $342,617 | $142,430+140.6% | $115,170+197.5% | $152,885+124.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 16.51% | 41.48%-25.0pp | 35.60%-19.1pp | 345.39%-328.9pp |
| Employer contribution / active EE | $11,291 | $4,011+181.5% | $3,179+255.2% | $4,763+137.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,518 | $8,464-70.2% | $7,089-64.5% | $11,598-78.3% |