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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 | $711,163 | $183,988+286.5% | $162,177+338.5% | $152,897+365.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.57% | 150.79%-119.2pp | 115.60%-84.0pp | 345.43%-313.9pp |
| Employer contribution / active EE | $19,833 | $6,370+211.4% | $5,613+253.3% | $4,764+316.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,175 | $13,123+198.5% | $10,843+261.3% | $11,599+237.7% |