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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 | $622,936 | $185,225+236.3% | $142,898+335.9% | $167,536+271.8% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 9.45% | 8558.12%-8548.7pp | 5639.64%-5630.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $31,563 | $5,607+462.9% | $4,146+661.3% | $4,839+552.2% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,763 | $8,032-53.2% | $6,560-42.6% | $12,315-69.4% |