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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 | $300,414 | $152,542+96.9% | $117,498+155.7% | $134,509+123.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.86% | 53.02%-67.9pp | 29.75%-44.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $39,303 | $5,574+605.1% | $4,178+840.7% | $4,741+729.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,247 | $7,006-67.9% | $5,646-60.2% | $11,427-80.3% |