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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 | $935,913 | $227,399+311.6% | $189,758+393.2% | $198,609+371.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.46% | 61.03%-46.6pp | 52.62%-38.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $34,254 | $5,526+519.9% | $4,767+618.6% | $5,055+577.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $93,407 | $25,162+271.2% | $20,388+358.2% | $19,030+390.8% |