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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 | $717,519 | $227,566+215.3% | $189,558+278.5% | $167,518+328.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 9.75% | 78.43%-68.7pp | 64.19%-54.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $37,500 | $5,316+605.5% | $4,412+750.0% | $4,838+675.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,979 | $11,881+68.2% | $9,809+103.7% | $12,312+62.3% |