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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 | $572,185 | $124,187+360.7% | $108,410+427.8% | $167,518+241.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.84% | 1379.80%-1354.0pp | 905.34%-879.5pp | 478.71%-452.9pp |
| Employer contribution / active EE | $27,883 | $4,187+566.0% | $3,558+683.6% | $4,838+476.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,897 | $9,456-37.6% | $7,296-19.2% | $12,312-52.1% |