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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 | $2,059,157 | $185,225+1011.7% | $142,898+1341.0% | $167,553+1129.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 9.68% | 8558.12%-8548.4pp | 5639.64%-5630.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $12,625 | $5,607+125.2% | $4,146+204.5% | $4,840+160.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $71,648 | $8,032+792.0% | $6,560+992.2% | $12,316+481.7% |