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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 | $439,048 | $100,938+335.0% | $90,461+385.3% | $158,982+176.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.47% | 1727.20%-1715.7pp | 1294.76%-1283.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $13,636 | $3,691+269.4% | $3,264+317.8% | $4,763+186.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,276 | $6,510-34.3% | $5,617-23.9% | $11,252-62.0% |