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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 | $418,659 | $97,732+328.4% | $83,831+399.4% | $135,380+209.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.30% | 1287.56%-1288.9pp | 850.99%-852.3pp | 519.81%-521.1pp |
| Employer contribution / active EE | $8,885 | $4,222+110.4% | $3,631+144.7% | $4,779+85.9% |
| Participant deferral / active EE | $1,023 | $4,683-78.2% | $4,082-74.9% | $5,609-81.8% |
| Admin fee / account holder | $13,349 | $6,675+100.0% | $5,479+143.6% | $10,828+23.3% |