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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 | $308,832 | $162,785+89.7% | $133,959+130.5% | $158,950+94.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.13% | 41.94%-30.8pp | 45.09%-34.0pp | 302.91%-291.8pp |
| Employer contribution / active EE | $3,736 | $4,975-24.9% | $3,919-4.7% | $4,762-21.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $31,439 | $11,738+167.8% | $8,928+252.1% | $11,248+179.5% |