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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 | $962,686 | $93,124+933.8% | $77,100+1148.6% | $134,545+615.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 21.11% | 62.68%-41.6pp | 42.35%-21.2pp | 418.37%-397.3pp |
| Employer contribution / active EE | $22,687 | $3,421+563.1% | $2,815+705.9% | $4,742+378.5% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,624 | $6,970+325.0% | $5,443+444.2% | $11,431+159.2% |