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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 | $633,225 | $156,970+303.4% | $121,210+422.4% | $139,487+354.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1477.10%-1464.9pp | 987.41%-975.2pp | 373.84%-361.6pp |
| Employer contribution / active EE | $66,000 | $5,546+1090.1% | $4,171+1482.4% | $4,755+1288.1% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,257 | $6,947-53.1% | $5,647-42.3% | $11,407-71.5% |