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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 | $400,822 | $176,786+126.7% | $146,643+173.3% | $167,536+139.2% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 10.62% | 24.04%-13.4pp | 22.75%-12.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $25,795 | $5,161+399.8% | $4,137+523.5% | $4,839+433.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30,854 | $13,262+132.7% | $10,280+200.1% | $12,315+150.5% |