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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 | $1,081,867 | $110,551+878.6% | $80,741+1239.9% | $167,536+545.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.40% | 120.57%-109.2pp | 87.30%-75.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $31,067 | $1,543+1913.6% | $1,160+2577.9% | $4,839+542.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,458 | $4,547+152.0% | $3,380+239.0% | $12,315-7.0% |