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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 | $304,533 | $83,908+262.9% | $68,509+344.5% | $125,389+142.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.51% | 14.48%-17.0pp | 8.27%-10.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $15,210 | $3,031+401.8% | $2,278+567.7% | $4,866+212.6% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,708 | $8,982+63.7% | $5,275+178.8% | $9,541+54.2% |