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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 | $358,683 | $150,346+138.6% | $120,524+197.6% | $145,877+145.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 11.27% | 154.40%-143.1pp | 107.36%-96.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,131 | $4,353-5.1% | $3,469+19.1% | $4,663-11.4% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,835 | $12,215-60.4% | $9,440-48.8% | $13,402-63.9% |