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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 | $478,987 | $93,124+414.4% | $77,100+521.3% | $134,545+256.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 1.44% | 62.68%-61.2pp | 42.35%-40.9pp | 418.37%-416.9pp |
| Employer contribution / active EE | $4,900 | $3,421+43.2% | $2,815+74.1% | $4,742+3.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,334 | $6,970+206.1% | $5,443+291.9% | $11,431+86.6% |