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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 | $987,202 | $119,143+728.6% | $88,632+1013.8% | $152,909+545.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 19.04% | 48.12%-29.1pp | 43.75%-24.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $44,989 | $2,675+1582.1% | $2,101+2041.6% | $4,764+844.4% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28,375 | $5,875+383.0% | $4,308+558.7% | $11,601+144.6% |