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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 | $863,148 | $134,817+540.2% | $123,973+596.2% | $155,188+456.2% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.7%+18.8pp | 80.8%+14.7pp |
| Annual return | 17.12% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $11,364 | $4,425+156.8% | $4,126+175.4% | $4,248+167.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $59,091 | $13,245+346.1% | $11,799+400.8% | $14,480+308.1% |