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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 | $787,076 | $100,938+679.8% | $90,461+770.1% | $158,982+395.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.26% | 1727.20%-1717.9pp | 1294.76%-1285.5pp | 302.99%-293.7pp |
| Employer contribution / active EE | $23,949 | $3,691+548.8% | $3,264+633.7% | $4,763+402.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $40,000 | $6,510+514.5% | $5,617+612.2% | $11,252+255.5% |