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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 | $1,625,566 | $227,633+614.1% | $189,597+757.4% | $167,553+870.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.01% | 78.45%-63.4pp | 64.20%-49.2pp | 478.89%-463.9pp |
| Employer contribution / active EE | $11,833 | $5,317+122.6% | $4,412+168.2% | $4,840+144.5% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $34,015 | $11,879+186.3% | $9,807+246.8% | $12,316+176.2% |