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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 | $555,051 | $160,040+246.8% | $147,096+277.3% | $145,877+280.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $30,443 | $5,289+475.5% | $4,936+516.8% | $4,663+552.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,271 | $15,050-51.7% | $13,005-44.1% | $13,402-45.7% |