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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 | $2,203,371 | $175,231+1157.4% | $149,696+1371.9% | $139,466+1479.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.08% | 166.77%-146.7pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $14,125 | $5,478+157.9% | $4,821+193.0% | $4,754+197.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $73,788 | $16,155+356.7% | $13,212+458.5% | $11,409+546.8% |