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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 | $693,587 | $133,981+417.7% | $112,249+517.9% | $134,532+415.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -15.56% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $13,889 | $4,040+243.8% | $3,636+282.0% | $4,741+192.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,836 | $7,492+271.6% | $6,412+334.1% | $11,429+143.6% |