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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 | $498,232 | $167,362+197.7% | $143,799+246.5% | $134,532+270.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.75% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $18,814 | $5,620+234.7% | $4,952+279.9% | $4,741+296.8% |
| Participant deferral / active EE | $1,625 | $6,447-74.8% | $5,638-71.2% | $6,401-74.6% |
| Admin fee / account holder | $38,835 | $18,094+114.6% | $14,677+164.6% | $11,429+239.8% |