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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 | $355,267 | $149,333+137.9% | $106,387+233.9% | $135,379+162.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -3.04% | 0.52%-3.6pp | 0.25%-3.3pp | 519.79%-522.8pp |
| Employer contribution / active EE | $19,576 | $4,984+292.8% | $3,520+456.2% | $4,779+309.6% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,308 | $15,952+83.7% | $7,510+290.3% | $10,828+170.7% |