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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 | $933,738 | $198,457+370.5% | $170,435+447.9% | $147,586+532.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.52% | 257.30%-237.8pp | 205.94%-186.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $12,438 | $6,183+101.2% | $5,432+129.0% | $4,876+155.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,735 | $16,852-48.2% | $13,881-37.1% | $10,886-19.8% |