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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 | $501,919 | $172,111+191.6% | $150,298+233.9% | $137,256+265.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 138.79% | 69.37%+69.4pp | 62.79%+76.0pp | 220.34%-81.6pp |
| Employer contribution / active EE | $22,987 | $4,636+395.8% | $4,154+453.4% | $4,156+453.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,994 | $16,471-87.9% | $14,116-85.9% | $12,270-83.8% |