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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 | $278,536 | $102,638+171.4% | $81,982+239.8% | $158,982+75.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 23.04% | 61.05%-38.0pp | 41.31%-18.3pp | 302.99%-280.0pp |
| Employer contribution / active EE | $23,393 | $3,241+621.8% | $2,498+836.4% | $4,763+391.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,839 | $8,237-65.5% | $5,665-49.9% | $11,252-74.8% |