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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 | $303,595 | $105,856+186.8% | $90,161+236.7% | $147,586+105.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.19% | 37.63%-12.4pp | 34.89%-9.7pp | 578.59%-553.4pp |
| Employer contribution / active EE | $22,370 | $4,126+442.1% | $3,318+574.2% | $4,876+358.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,500 | $8,046+55.4% | $5,943+110.3% | $10,886+14.8% |