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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 | $720,655 | $138,102+421.8% | $125,381+474.8% | $134,532+435.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.44% | 750.73%-748.3pp | 572.31%-569.9pp | 418.27%-415.8pp |
| Employer contribution / active EE | $16,667 | $5,245+217.7% | $4,815+246.1% | $4,741+251.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,393 | $11,568+15.8% | $10,007+33.8% | $11,429+17.2% |