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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 | $786,931 | $152,597+415.7% | $117,533+569.5% | $134,532+484.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.82% | 53.04%-69.9pp | 29.77%-46.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $61,000 | $5,576+993.9% | $4,179+1359.6% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $41,554 | $7,007+493.1% | $5,647+635.9% | $11,429+263.6% |