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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 | $376,214 | $165,939+126.7% | $122,354+207.5% | $147,585+154.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.69% | 34.56%-15.9pp | 30.28%-11.6pp | 578.58%-559.9pp |
| Employer contribution / active EE | $15,119 | $5,754+162.7% | $4,051+273.2% | $4,876+210.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,909 | $7,425-20.4% | $5,479+7.8% | $10,886-45.7% |