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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 | $1,010,799 | $114,073+786.1% | $96,161+951.2% | $167,518+503.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.01% | 189.95%-175.9pp | 192.01%-178.0pp | 478.71%-464.7pp |
| Employer contribution / active EE | $21,941 | $3,428+540.0% | $2,798+684.1% | $4,838+353.5% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $39,343 | $6,899+470.3% | $5,538+610.4% | $12,312+219.5% |