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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 | $263,388 | $127,096+107.2% | $105,736+149.1% | $135,380+94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.49% | 4.49%-6.0pp | 6.27%-7.8pp | 519.81%-521.3pp |
| Employer contribution / active EE | $12,500 | $4,107+204.4% | $3,268+282.5% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $507 | $9,087-94.4% | $6,913-92.7% | $10,828-95.3% |