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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 | $600,513 | $134,817+345.4% | $123,973+384.4% | $155,188+287.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.80% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,475 | $4,425-44.1% | $4,126-40.0% | $4,248-41.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $680 | $13,245-94.9% | $11,799-94.2% | $14,480-95.3% |