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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 | $353,032 | $87,546+303.3% | $75,784+365.8% | $125,389+181.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.19% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $34,388 | $3,930+775.0% | $3,323+934.7% | $4,866+606.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,917 | $6,503+67.9% | $5,300+106.0% | $9,541+14.4% |