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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 | $334,623 | $112,131+198.4% | $95,964+248.7% | $158,982+110.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 38.82% | 171.19%-132.4pp | 91.64%-52.8pp | 302.99%-264.2pp |
| Employer contribution / active EE | $800 | $3,199-75.0% | $2,541-68.5% | $4,763-83.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,363 | $10,136-76.7% | $6,797-65.2% | $11,252-79.0% |