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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 | $508,428 | $144,130+252.8% | $117,861+331.4% | $147,586+244.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.85% | 531.20%-517.3pp | 335.11%-321.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $31,711 | $4,897+547.6% | $3,786+737.5% | $4,876+550.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,489 | $10,887-49.6% | $8,021-31.6% | $10,886-49.6% |