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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 | $806,136 | $110,093+632.2% | $97,295+728.5% | $145,897+452.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.43% | 244.76%-217.3pp | 75.62%-48.2pp | 552.29%-524.9pp |
| Employer contribution / active EE | $2,957 | $3,077-3.9% | $2,723+8.6% | $4,663-36.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,603 | $6,212-42.0% | $5,646-36.2% | $13,390-73.1% |