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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 | $404,480 | $197,637+104.7% | $177,848+127.4% | $158,982+154.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.98% | 58.77%-47.8pp | 48.33%-37.3pp | 302.99%-292.0pp |
| Employer contribution / active EE | $16,185 | $6,698+141.6% | $5,919+173.5% | $4,763+239.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,541 | $15,406-44.6% | $12,431-31.3% | $11,252-24.1% |