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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 | $962,510 | $209,874+358.6% | $189,537+407.8% | $167,536+474.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.57% | 748.61%-727.0pp | 555.34%-533.8pp | 478.82%-457.2pp |
| Employer contribution / active EE | $7,143 | $6,913+3.3% | $6,161+15.9% | $4,839+47.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $24,692 | $14,299+72.7% | $12,048+104.9% | $12,315+100.5% |