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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 | $262,633 | $76,608+242.8% | $56,077+368.3% | $145,877+80.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.27% | 3009.59%-3002.3pp | 1709.28%-1702.0pp | 551.28%-544.0pp |
| Employer contribution / active EE | $2,283 | $1,382+65.2% | $1,040+119.4% | $4,663-51.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,497 | $3,325-24.9% | $2,825-11.6% | $13,402-81.4% |