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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 | $810,654 | $160,040+406.5% | $147,096+451.1% | $145,877+455.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $11,501 | $5,289+117.4% | $4,936+133.0% | $4,663+146.6% |
| Participant deferral / active EE | $2,112 | $8,429-74.9% | $8,071-73.8% | $6,691-68.4% |
| Admin fee / account holder | $20,306 | $15,050+34.9% | $13,005+56.1% | $13,402+51.5% |