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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 | $552,875 | $148,582+272.1% | $135,942+306.7% | $139,456+296.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.48% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $28,483 | $5,245+443.1% | $4,858+486.4% | $4,753+499.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,918 | $12,402-52.3% | $10,764-45.0% | $11,407-48.1% |