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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 | $852,551 | $175,231+386.5% | $149,696+469.5% | $139,466+511.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.18% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $22,526 | $5,478+311.2% | $4,821+367.3% | $4,754+373.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,760 | $16,155-52.0% | $13,212-41.3% | $11,409-32.0% |