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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 | $1,073,197 | $88,778+1108.9% | $81,844+1211.3% | $145,884+635.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.27% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $10,724 | $3,087+247.4% | $2,916+267.7% | $4,662+130.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,005 | $8,430+196.6% | $7,355+240.0% | $13,392+86.7% |