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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 | $745,262 | $160,040+365.7% | $147,096+406.7% | $145,877+410.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $69,000 | $5,289+1204.5% | $4,936+1297.9% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $159,245 | $15,050+958.1% | $13,005+1124.5% | $13,402+1088.2% |