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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 | $372,252 | $176,786+110.6% | $146,643+153.8% | $167,536+122.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 31.60% | 24.04%+7.6pp | 22.75%+8.8pp | 478.82%-447.2pp |
| Employer contribution / active EE | $12,507 | $5,161+142.3% | $4,137+202.3% | $4,839+158.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $244,532 | $13,262+1743.9% | $10,280+2278.7% | $12,315+1885.7% |