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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 | $1,138,847 | $150,447+657.0% | $136,298+735.6% | $147,586+671.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.40% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $19,572 | $5,256+272.4% | $4,696+316.8% | $4,876+301.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,934 | $10,906+64.4% | $9,244+94.0% | $10,886+64.7% |