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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 | $440,945 | $99,011+345.3% | $86,582+409.3% | $147,586+198.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $17,301 | $3,132+452.3% | $2,839+509.3% | $4,876+254.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,972 | $5,709-30.4% | $4,904-19.0% | $10,886-63.5% |