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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 | $557,841 | $144,130+287.0% | $117,861+373.3% | $147,586+278.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.83% | 531.20%-520.4pp | 335.11%-324.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $24,557 | $4,897+401.5% | $3,786+548.6% | $4,876+403.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $116,789 | $10,887+972.8% | $8,021+1356.1% | $10,886+972.9% |