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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 | $76,522+596.8% | $56,033+851.6% | $145,884+265.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 3014.28%-3001.8pp | 1711.38%-1698.9pp | 551.85%-539.4pp |
| Employer contribution / active EE | $21,484 | $1,382+1454.2% | $1,041+1963.9% | $4,662+360.8% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,641 | $3,328+39.4% | $2,827+64.2% | $13,392-65.3% |