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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 | $1,701,835 | $202,342+741.1% | $172,753+885.1% | $152,909+1013.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.38% | 1029.88%-1004.5pp | 803.00%-777.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $16,938 | $5,857+189.2% | $5,144+229.3% | $4,764+255.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51,792 | $17,112+202.7% | $13,956+271.1% | $11,601+346.5% |