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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 | $2,526,341 | $160,059+1478.4% | $140,019+1704.3% | $135,380+1766.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.97% | 911.48%-914.5pp | 651.17%-654.1pp | 519.81%-522.8pp |
| Employer contribution / active EE | $109,000 | $6,420+1597.9% | $5,605+1844.6% | $4,779+2180.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $155,992 | $13,328+1070.4% | $10,705+1357.1% | $10,828+1340.6% |