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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 | $559,925 | $203,436+175.2% | $152,466+267.2% | $167,518+234.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.74% | 13.80%-4.1pp | 757.33%-747.6pp | 478.71%-469.0pp |
| Employer contribution / active EE | $33,567 | $5,220+543.0% | $4,327+675.8% | $4,838+593.7% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,708 | $22,506-92.4% | $15,805-89.2% | $12,312-86.1% |