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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 | $1,084,978 | $81,763+1227.0% | $58,561+1752.7% | $139,466+678.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.51% | 7427.77%-7415.3pp | 4251.33%-4238.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $32,917 | $1,398+2254.3% | $1,053+3024.6% | $4,754+592.4% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,438 | $3,273+218.9% | $2,520+314.1% | $11,409-8.5% |