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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 | $343,048 | $150,346+128.2% | $120,524+184.6% | $145,877+135.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 16.07% | 154.40%-138.3pp | 107.36%-91.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,230 | $6,172-80.1% | $4,994-75.4% | $6,691-81.6% |
| Admin fee / account holder | $4,962 | $12,215-59.4% | $9,440-47.4% | $13,402-63.0% |