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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 | $700,955 | $149,040+370.3% | $120,225+483.0% | $137,256+410.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.00% | 605.68%-594.7pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $15,572 | $4,350+258.0% | $3,475+348.1% | $4,156+274.7% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,850 | $6,348+181.2% | $5,696+213.4% | $12,270+45.5% |