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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 | $407,948 | $124,351+228.1% | $109,188+273.6% | $167,553+143.5% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 67.74% | 26.04%+41.7pp | 25.76%+42.0pp | 478.89%-411.2pp |
| Employer contribution / active EE | $14,690 | $4,210+249.0% | $3,723+294.6% | $4,840+203.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,298 | $7,975-46.1% | $6,755-36.4% | $12,316-65.1% |