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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 | $846,105 | $234,190+261.3% | $180,320+369.2% | $198,609+326.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.04% | 1057.44%-1051.4pp | 778.54%-772.5pp | 202.70%-196.7pp |
| Employer contribution / active EE | $44,000 | $5,258+736.9% | $4,108+971.2% | $5,055+770.4% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,976 | $12,558-36.5% | $10,000-20.2% | $19,030-58.1% |