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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 | $770,275 | $107,363+617.5% | $92,909+729.1% | $152,897+403.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.43% | 145.63%-129.2pp | 109.44%-93.0pp | 345.43%-329.0pp |
| Employer contribution / active EE | $19,120 | $4,222+352.9% | $3,653+423.3% | $4,764+301.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,210 | $7,082+143.0% | $5,795+197.0% | $11,599+48.4% |