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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 | $363,259 | $90,530+301.3% | $76,030+377.8% | $145,897+149.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.38% | 625.08%-608.7pp | 361.54%-345.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $8,725 | $3,319+162.9% | $2,688+224.6% | $4,663+87.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $61,649 | $8,383+635.4% | $6,421+860.2% | $13,390+360.4% |