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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 | $623,349 | $105,867+488.8% | $90,760+586.8% | $134,532+363.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.84% | -10.99%-3.8pp | -12.16%-2.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $12,500 | $3,464+260.9% | $2,922+327.8% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,864 | $13,936+6.7% | $8,444+76.0% | $11,429+30.1% |