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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 | $707,747 | $106,551+564.2% | $91,225+675.8% | $134,532+426.1% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -16.19% | 160.78%-177.0pp | 114.12%-130.3pp | 418.27%-434.5pp |
| Employer contribution / active EE | $35,714 | $3,331+972.0% | $2,851+1152.8% | $4,741+653.3% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,273 | $6,234+241.2% | $5,422+292.3% | $11,429+86.1% |