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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 | $741,680 | $76,634+867.8% | $56,054+1223.1% | $145,978+408.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.27% | 3004.33%-2985.1pp | 1705.95%-1686.7pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,333 | $1,380-3.4% | $1,039+28.3% | $4,662-71.4% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $217,025 | $3,321+6434.4% | $2,822+7589.2% | $13,400+1519.6% |