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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 | $256,833 | $82,678+210.6% | $125,391+104.8% | $68,490+275.0% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | 6.03% | -5.97%+12.0pp | 572.41%-566.4pp | -7.85%+13.9pp |
| Employer contribution / active EE | $51,338 | $3,382+1417.9% | $4,816+966.0% | $2,597+1877.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,048 | $6,277+107.9% | $10,009+30.4% | $5,403+141.5% |