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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 | $949,701 | $171,492+453.8% | $150,734+530.1% | $198,609+378.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.36% | 804.70%-799.3pp | 600.81%-595.4pp | 202.70%-197.3pp |
| Employer contribution / active EE | $50,914 | $5,470+830.8% | $4,918+935.2% | $5,055+907.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32,800 | $17,628+86.1% | $14,905+120.1% | $19,030+72.4% |