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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 | $1,554,502 | $125,190+1141.7% | $105,624+1371.7% | $145,897+965.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $53,500 | $3,720+1338.1% | $3,168+1588.9% | $4,663+1047.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $161,115 | $17,138+840.1% | $10,961+1369.8% | $13,390+1103.2% |