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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 | $96,678+681.3% | $86,640+771.8% | $139,466+441.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.90% | 106.69%-85.8pp | 592.52%-571.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $11,998 | $3,265+267.4% | $3,024+296.7% | $4,754+152.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,988 | $6,410-6.6% | $5,616+6.6% | $11,409-47.5% |