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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 | $568,758 | $198,457+186.6% | $170,435+233.7% | $147,586+285.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.56% | 257.30%-244.7pp | 205.94%-193.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $30,443 | $6,183+392.4% | $5,432+460.4% | $4,876+524.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $104,913 | $16,852+522.5% | $13,881+655.8% | $10,886+863.8% |