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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 | $881,097 | $88,778+892.5% | $81,844+976.6% | $145,884+504.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $30,000 | $3,087+871.8% | $2,916+928.7% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,456 | $8,430-11.6% | $7,355+1.4% | $13,392-44.3% |