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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 | $818,491 | $176,120+364.7% | $159,487+413.2% | $167,553+388.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.85% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.0pp |
| Employer contribution / active EE | $39,596 | $5,299+647.2% | $4,831+719.6% | $4,840+718.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,197 | $12,561-42.7% | $10,804-33.4% | $12,316-41.6% |