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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 | $529,731 | $167,353+216.5% | $143,797+268.4% | $134,545+293.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.77% | 0.48%-11.2pp | -0.04%-10.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $12,019 | $5,620+113.8% | $4,952+142.7% | $4,742+153.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,383 | $18,096-75.8% | $14,679-70.1% | $11,431-61.7% |