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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 | $445,086 | $157,296+183.0% | $141,191+215.2% | $152,897+191.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.10% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $17,463 | $5,262+231.9% | $4,736+268.7% | $4,764+266.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,781 | $12,125+13.7% | $10,264+34.3% | $11,599+18.8% |