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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 | $2,081,803 | $81,696+2448.2% | $70,494+2853.2% | $158,982+1209.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5288.47% | 208.70%+5079.8pp | 109.16%+5179.3pp | 302.99%+4985.5pp |
| Employer contribution / active EE | $2,964 | $3,220-7.9% | $2,738+8.2% | $4,763-37.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36,627 | $6,200+490.8% | $3,848+851.9% | $11,252+225.5% |