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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 | $364,079 | $190,862+90.8% | $159,991+127.6% | $134,509+170.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.31% | 552.59%-564.9pp | 408.82%-421.1pp | 418.13%-430.4pp |
| Employer contribution / active EE | $35,580 | $4,995+612.4% | $4,225+742.1% | $4,741+650.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,125 | $10,495-79.8% | $8,715-75.6% | $11,427-81.4% |