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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 | $259,704 | $70,366+269.1% | $66,674+289.5% | $138,895+87.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,151 | $2,765-22.2% | $2,620-17.9% | $4,194-48.7% |
| Participant deferral / active EE | $167 | $4,374-96.2% | $4,084-95.9% | $6,396-97.4% |
| Admin fee / account holder | $143,581 | $5,262+2628.4% | $5,098+2716.4% | $12,562+1043.0% |