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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 | $268,968 | $133,983+100.7% | $112,244+139.6% | $134,493+100.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.46% | 47.13%-62.6pp | 27.46%-42.9pp | 418.01%-433.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $650 | $5,291-87.7% | $4,728-86.3% | $6,400-89.8% |
| Admin fee / account holder | $2,803 | $7,490-62.6% | $6,411-56.3% | $11,425-75.5% |