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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 | $438,520 | $142,392+208.0% | $119,622+266.6% | $134,532+226.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.20% | -12.46%+7.3pp | -14.98%+9.8pp | 418.27%-423.5pp |
| Employer contribution / active EE | $8,000 | $5,224+53.1% | $4,232+89.0% | $4,741+68.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,632 | $13,593-88.0% | $10,328-84.2% | $11,429-85.7% |