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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 | $485,706 | $124,346+290.6% | $111,308+336.4% | $167,536+189.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.48% | 37.45%-17.0pp | 54.67%-34.2pp | 478.82%-458.3pp |
| Employer contribution / active EE | $12,000 | $3,437+249.1% | $2,732+339.3% | $4,839+148.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,367 | $10,621+63.5% | $7,965+118.0% | $12,315+41.0% |