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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 | $2,220,338 | $138,102+1507.8% | $125,381+1670.9% | $134,532+1550.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.39% | 750.73%-752.1pp | 572.31%-573.7pp | 418.27%-419.7pp |
| Employer contribution / active EE | $2,500 | $5,245-52.3% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $2,500 | $7,801-68.0% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $141,775 | $11,568+1125.6% | $10,007+1316.7% | $11,429+1140.5% |