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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 | $533,227 | $76,634+595.8% | $56,054+851.3% | $145,978+265.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 3004.33%-2991.9pp | 1705.95%-1693.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $21,484 | $1,380+1456.5% | $1,039+1967.7% | $4,662+360.8% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,641 | $3,321+39.7% | $2,822+64.4% | $13,400-65.4% |