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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 | $561,929 | $133,981+319.4% | $112,249+400.6% | $134,532+317.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.67% | 47.16%-63.8pp | 27.48%-44.2pp | 418.27%-434.9pp |
| Employer contribution / active EE | $21,257 | $4,040+426.2% | $3,636+484.6% | $4,741+348.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,800 | $7,492+57.5% | $6,412+84.0% | $11,429+3.2% |