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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 | $360,028 | $142,430+152.8% | $115,170+212.6% | $152,897+135.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 9.66% | 41.48%-31.8pp | 35.60%-25.9pp | 345.43%-335.8pp |
| Employer contribution / active EE | $12,967 | $4,011+223.3% | $3,179+307.9% | $4,764+172.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,108 | $8,464-16.0% | $7,089+0.3% | $11,599-38.7% |