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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 | $295,458 | $101,618+190.8% | $93,063+217.5% | $137,256+115.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.53% | 223.95%-210.4pp | 34.15%-20.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $20,000 | $2,707+638.8% | $2,476+707.7% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,876 | $6,198-69.7% | $6,033-68.9% | $12,270-84.7% |