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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 | $1,550,319 | $217,432+613.0% | $185,849+734.2% | $167,536+825.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.33% | 148.42%-123.1pp | 122.10%-96.8pp | 478.82%-453.5pp |
| Employer contribution / active EE | $58,000 | $5,875+887.3% | $5,169+1022.2% | $4,839+1098.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,115 | $19,818-43.9% | $16,244-31.6% | $12,315-9.7% |