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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 | $312,599 | $103,387+202.4% | $87,102+258.9% | $152,885+104.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.02% | 28.10%-0.1pp | 28.19%-0.2pp | 345.39%-317.4pp |
| Employer contribution / active EE | $25,529 | $3,221+692.7% | $2,521+912.5% | $4,763+436.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,488 | $12,193+10.6% | $7,491+80.1% | $11,598+16.3% |