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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 | $514,024 | $82,630+522.1% | $64,105+701.9% | $125,389+309.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.33% | 1489.72%-1492.0pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $26,872 | $2,671+906.0% | $1,820+1376.6% | $4,866+452.2% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,734 | $6,382+130.9% | $4,499+227.5% | $9,541+54.4% |