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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 | $649,111 | $169,237+283.6% | $129,339+401.9% | $145,978+344.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14364.43%-14352.3pp | 9437.05%-9424.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $25,377 | $5,540+358.0% | $4,154+510.9% | $4,662+444.4% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,613 | $9,882-53.3% | $7,668-39.8% | $13,400-65.6% |