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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 | $251,784 | $82,630+204.7% | $64,105+292.8% | $125,389+100.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | 0.41% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $169 | $3,608-95.3% | $2,822-94.0% | $5,352-96.8% |
| Admin fee / account holder | $9,116 | $6,382+42.8% | $4,499+102.6% | $9,541-4.5% |