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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 | $460,467 | $81,446+465.4% | $103,374+345.4% | $80,874+469.4% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 180.79% | 25.57%+155.2pp | 24.89%+155.9pp | 35.62%+145.2pp |
| Employer contribution / active EE | $10,495 | $3,107+237.8% | $3,869+171.2% | $2,756+280.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,701 | $6,715-44.9% | $8,394-55.9% | $6,935-46.6% |