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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 | $425,789 | $81,870+420.1% | $119,622+255.9% | $68,486+521.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -5.14% | -23.82%+18.7pp | -14.98%+9.8pp | -7.85%+2.7pp |
| Employer contribution / active EE | $23,822 | $2,692+785.0% | $4,232+462.9% | $2,597+817.4% |
| Participant deferral / active EE | $432 | $4,148-89.6% | $5,601-92.3% | $4,028-89.3% |
| Admin fee / account holder | $94,978 | $6,583+1342.8% | $10,328+819.6% | $5,404+1657.6% |