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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 | $820,562 | $102,547+700.2% | $78,210+949.2% | $147,586+456.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.37% | 51.08%-37.7pp | 40.90%-27.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $40,864 | $2,617+1461.6% | $2,034+1909.5% | $4,876+738.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,628 | $5,059+367.1% | $3,758+528.7% | $10,886+117.1% |