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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 | $1,052,031 | $144,130+629.9% | $117,861+792.6% | $147,586+612.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.93% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $20,857 | $4,897+325.9% | $3,786+450.8% | $4,876+327.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,263 | $10,887-14.9% | $8,021+15.5% | $10,886-14.9% |