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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 | $372,179 | $108,882+241.8% | $96,754+284.7% | $154,746+140.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.89% | 98.39%-83.5pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $14,000 | $3,018+363.9% | $2,679+422.5% | $4,379+219.7% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,490 | $10,200+140.1% | $8,905+175.0% | $14,365+70.5% |