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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 | $755,321 | $96,643+681.6% | $86,617+772.0% | $139,456+441.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.90% | 106.57%-85.7pp | 591.91%-571.0pp | 373.45%-352.6pp |
| Employer contribution / active EE | $11,998 | $3,264+267.5% | $3,023+296.8% | $4,753+152.4% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,988 | $6,406-6.5% | $5,613+6.7% | $11,407-47.5% |