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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 | $540,433 | $166,089+225.4% | $164,928+227.7% | $145,978+270.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 100.26%-89.8pp | 70.08%-59.7pp | 550.52%-540.1pp |
| Employer contribution / active EE | $60,767 | $5,276+1051.7% | $4,343+1299.1% | $4,662+1203.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,489 | $16,641-55.0% | $12,684-41.0% | $13,400-44.1% |