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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 | $324,387 | $133,998+142.1% | $112,263+189.0% | $134,545+141.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.34% | 47.17%-41.8pp | 27.49%-22.2pp | 418.37%-413.0pp |
| Employer contribution / active EE | $19,900 | $4,040+392.6% | $3,636+447.3% | $4,742+319.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,871 | $7,493+71.8% | $6,410+100.8% | $11,431+12.6% |