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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 | $364,726 | $150,346+142.6% | $120,524+202.6% | $145,877+150.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 154.40%-145.3pp | 107.36%-98.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $11,170 | $4,353+156.6% | $3,469+222.0% | $4,663+139.6% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,783 | $12,215-85.4% | $9,440-81.1% | $13,402-86.7% |