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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 | $483,952 | $100,203+383.0% | $85,240+467.8% | $145,897+231.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.65% | 84.28%-71.6pp | 66.75%-54.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $23,809 | $3,242+634.5% | $2,735+770.5% | $4,663+410.6% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,483 | $7,265-79.6% | $6,165-76.0% | $13,390-88.9% |