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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 | $324,205 | $133,981+142.0% | $112,249+188.8% | $134,532+141.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.60% | 47.16%-54.8pp | 27.48%-35.1pp | 418.27%-425.9pp |
| Employer contribution / active EE | $18,207 | $4,040+350.7% | $3,636+400.7% | $4,741+284.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,830 | $7,492+191.4% | $6,412+240.4% | $11,429+91.0% |