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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 | $1,190,925 | $76,608+1454.6% | $56,077+2023.7% | $145,877+716.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.39% | 3009.59%-3003.2pp | 1709.28%-1702.9pp | 551.28%-544.9pp |
| Employer contribution / active EE | $36,667 | $1,382+2553.9% | $1,040+3424.4% | $4,663+686.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,438 | $3,325+213.9% | $2,825+269.5% | $13,402-22.1% |