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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 | $1,311,733 | $125,778+942.9% | $114,563+1045.0% | $154,746+747.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.06% | 295.14%-277.1pp | 241.09%-223.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $70,000 | $2,806+2394.7% | $2,592+2600.5% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,246 | $8,190+61.7% | $7,623+73.8% | $14,365-7.8% |