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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 | $620,487 | $171,492+261.8% | $150,734+311.6% | $198,609+212.4% |
| Participation rate | 93.8% | 81.4%+12.3pp | 78.4%+15.3pp | 82.4%+11.4pp |
| Annual return | 6.38% | 804.70%-798.3pp | 600.81%-594.4pp | 202.70%-196.3pp |
| Employer contribution / active EE | $25,000 | $5,470+357.0% | $4,918+408.3% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,713 | $17,628-67.6% | $14,905-61.7% | $19,030-70.0% |