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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 | $523,718 | $95,867+446.3% | $79,551+558.3% | $134,493+289.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.24% | -2.73%-3.5pp | 0.14%-6.4pp | 418.01%-424.3pp |
| Employer contribution / active EE | $35,694 | $3,128+1041.3% | $2,413+1379.4% | $4,740+653.0% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,623 | $9,127-49.4% | $6,833-32.3% | $11,425-59.5% |