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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 | $254,529 | $107,944+135.8% | $91,994+176.7% | $152,885+66.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.91% | 89.26%-68.3pp | 69.03%-48.1pp | 345.39%-324.5pp |
| Employer contribution / active EE | $22,667 | $4,210+438.4% | $3,452+556.6% | $4,763+375.9% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,177 | $10,521+15.7% | $7,743+57.3% | $11,598+5.0% |