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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 | $269,956 | $111,785+141.5% | $93,669+188.2% | $145,877+85.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.15% | 203.79%-183.6pp | 133.59%-113.4pp | 551.28%-531.1pp |
| Employer contribution / active EE | $8,875 | $3,096+186.6% | $2,424+266.2% | $4,663+90.3% |
| Participant deferral / active EE | $1,057 | $4,919-78.5% | $4,416-76.1% | $6,691-84.2% |
| Admin fee / account holder | $38,686 | $10,256+277.2% | $8,291+366.6% | $13,402+188.7% |