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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 | $1,061,403 | $180,749+487.2% | $160,784+560.1% | $137,256+673.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.00% | 2234.46%-2215.5pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $25,625 | $4,155+516.7% | $3,733+586.5% | $4,156+516.6% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $473 | $10,397-95.5% | $9,717-95.1% | $12,270-96.1% |