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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 | $336,642 | $110,410+204.9% | $102,437+228.6% | $145,897+130.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.6pp |
| Employer contribution / active EE | $25,472 | $4,217+504.0% | $3,871+558.1% | $4,663+446.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,937 | $9,745+125.1% | $8,388+161.5% | $13,390+63.8% |