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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 | $302,586 | $92,743+226.3% | $82,744+265.7% | $134,532+124.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.85% | 946.63%-965.5pp | 702.22%-721.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $25,625 | $3,273+683.0% | $3,008+751.9% | $4,741+440.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,988 | $5,977-50.0% | $5,325-43.9% | $11,429-73.9% |