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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 | $125,184+1141.8% | $105,607+1372.0% | $145,884+965.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 225.00%-209.9pp | 116.11%-101.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $53,500 | $3,720+1338.2% | $3,167+1589.3% | $4,662+1047.5% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $161,115 | $17,133+840.4% | $10,958+1370.3% | $13,392+1103.1% |