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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 | $90,614+300.9% | $76,089+377.4% | $145,877+149.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.38% | 623.80%-607.4pp | 360.94%-344.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $8,725 | $3,324+162.5% | $2,690+224.4% | $4,663+87.1% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $61,649 | $8,376+636.0% | $6,418+860.6% | $13,402+360.0% |