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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 | $631,654 | $100,811+526.6% | $86,698+628.6% | $134,545+369.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.97% | 29.11%-39.1pp | 35.96%-45.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $8,750 | $3,490+150.7% | $2,837+208.4% | $4,742+84.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,750 | $10,926+7.5% | $7,492+56.8% | $11,431+2.8% |