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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 | $640,054 | $142,392+349.5% | $119,622+435.1% | $134,532+375.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.63% | -12.46%+1.8pp | -14.98%+4.4pp | 418.27%-428.9pp |
| Employer contribution / active EE | $25,839 | $5,224+394.6% | $4,232+510.5% | $4,741+445.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,892 | $13,593+46.3% | $10,328+92.6% | $11,429+74.1% |