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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 | $271,734 | $109,967+147.1% | $97,197+179.6% | $145,877+86.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 244.27%-231.8pp | 75.47%-63.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $19,430 | $3,077+531.5% | $2,723+613.6% | $4,663+316.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,861 | $6,199-70.0% | $5,637-67.0% | $13,402-86.1% |