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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 | $554,988 | $152,591+263.7% | $117,529+372.2% | $134,545+312.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -3.14% | 53.04%-56.2pp | 29.77%-32.9pp | 418.37%-421.5pp |
| Employer contribution / active EE | $31,148 | $5,576+458.6% | $4,179+645.3% | $4,742+556.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,845 | $7,004-59.4% | $5,645-49.6% | $11,431-75.1% |