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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 | $320,227 | $211,946+51.1% | $169,452+89.0% | $135,379+136.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.3pp | 519.79%-528.3pp |
| Employer contribution / active EE | $28,271 | $5,117+452.5% | $4,157+580.1% | $4,779+491.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,155 | $11,472-89.9% | $9,110-87.3% | $10,828-89.3% |