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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 | $543,883 | $171,492+217.1% | $150,734+260.8% | $198,609+173.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.00% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $22,284 | $5,470+307.4% | $4,918+353.1% | $5,055+340.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,492 | $17,628-85.9% | $14,905-83.3% | $19,030-86.9% |