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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 | $803,008 | $160,070+401.7% | $147,117+445.8% | $145,897+450.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.00% | 98.69%-70.7pp | 420.54%-392.5pp | 552.29%-524.3pp |
| Employer contribution / active EE | $1,913 | $5,285-63.8% | $4,932-61.2% | $4,663-59.0% |
| Participant deferral / active EE | $2,241 | $8,419-73.4% | $8,065-72.2% | $6,689-66.5% |
| Admin fee / account holder | $83,770 | $15,035+457.2% | $12,993+544.7% | $13,390+525.6% |