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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 | $826,181 | $176,077+369.2% | $159,455+418.1% | $167,518+393.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.89% | 331.83%-308.9pp | 263.63%-240.7pp | 478.71%-455.8pp |
| Employer contribution / active EE | $4,125 | $5,298-22.1% | $4,830-14.6% | $4,838-14.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,314 | $12,556+37.9% | $10,800+60.3% | $12,312+40.6% |