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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 | $313,548 | $167,352+87.4% | $143,788+118.1% | $134,509+133.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.15% | 0.47%-15.6pp | -0.03%-15.1pp | 418.13%-433.3pp |
| Employer contribution / active EE | $10,000 | $5,620+77.9% | $4,952+102.0% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,845 | $18,091-78.7% | $14,675-73.8% | $11,427-66.4% |