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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 | $2,151,093 | $201,370+968.2% | $184,256+1067.4% | $145,897+1374.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 101.84% | 29.05%+72.8pp | 28.85%+73.0pp | 552.29%-450.5pp |
| Employer contribution / active EE | $36,813 | $7,024+424.1% | $6,427+472.8% | $4,663+689.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $47,370 | $16,364+189.5% | $13,899+240.8% | $13,390+253.8% |