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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 | $510,244 | $99,652+412.0% | $78,778+547.7% | $147,586+245.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.75% | 47.28%-32.5pp | 35.62%-20.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $13,725 | $2,796+390.9% | $1,986+591.2% | $4,876+181.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,940 | $7,155-3.0% | $5,134+35.2% | $10,886-36.2% |