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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 | $417,341 | $106,551+291.7% | $91,225+357.5% | $134,532+210.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -7.75% | 160.78%-168.5pp | 114.12%-121.9pp | 418.27%-426.0pp |
| Employer contribution / active EE | $61,072 | $3,331+1733.2% | $2,851+2042.2% | $4,741+1188.1% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,417 | $6,234-61.2% | $5,422-55.4% | $11,429-78.9% |