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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 | $133,998+100.7% | $112,263+139.6% | $134,545+99.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.46% | 47.17%-62.6pp | 27.49%-42.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $650 | $5,292-87.7% | $4,729-86.3% | $6,401-89.8% |
| Admin fee / account holder | $2,803 | $7,493-62.6% | $6,410-56.3% | $11,431-75.5% |