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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 | $298,182 | $95,975+210.7% | $74,549+300.0% | $135,379+120.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.51% | 56.96%-50.5pp | 32.53%-26.0pp | 519.79%-513.3pp |
| Employer contribution / active EE | $18,571 | $2,716+583.7% | $1,961+847.1% | $4,779+288.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,062 | $6,522-83.7% | $5,059-79.0% | $10,828-90.2% |