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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 | $738,202 | $160,028+361.3% | $147,080+401.9% | $145,884+406.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $50,081 | $5,286+847.5% | $4,933+915.2% | $4,662+974.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,203 | $15,030+27.8% | $12,989+47.8% | $13,392+43.4% |