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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 | $260,490 | $124,351+109.5% | $109,188+138.6% | $167,553+55.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.28% | 26.04%+4.2pp | 25.76%+4.5pp | 478.89%-448.6pp |
| Employer contribution / active EE | $13,632 | $4,210+223.8% | $3,723+266.1% | $4,840+181.7% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $26,726 | $7,975+235.1% | $6,755+295.6% | $12,316+117.0% |