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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 | $468,707 | $97,732+379.6% | $83,831+459.1% | $135,380+246.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.24% | 1287.56%-1284.3pp | 850.99%-847.7pp | 519.81%-516.6pp |
| Employer contribution / active EE | $28,833 | $4,222+582.9% | $3,631+694.1% | $4,779+503.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,388 | $6,675+235.4% | $5,479+308.6% | $10,828+106.8% |