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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 | $970,015 | $183,592+428.4% | $155,574+523.5% | $145,877+565.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $25,786 | $5,317+385.0% | $4,676+451.5% | $4,663+453.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,880 | $19,316-59.2% | $15,914-50.5% | $13,402-41.2% |