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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 | $640,491 | $89,370+616.7% | $141,197+353.6% | $72,976+777.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 40.24% | 111.88%-71.6pp | 71.41%-31.2pp | 81.02%-40.8pp |
| Employer contribution / active EE | $27,451 | $3,115+781.3% | $4,736+479.6% | $2,440+1025.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,340 | $5,957+107.2% | $10,265+20.2% | $5,124+140.8% |