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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 | $778,138 | $109,905+608.0% | $98,506+689.9% | $167,553+364.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.41% | 1960.20%-1941.8pp | 1494.92%-1476.5pp | 478.89%-460.5pp |
| Employer contribution / active EE | $8,000 | $3,226+148.0% | $2,961+170.2% | $4,840+65.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,380 | $6,760-50.0% | $5,955-43.2% | $12,316-72.6% |