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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 | $114,093+785.9% | $96,171+951.0% | $167,536+503.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.01% | 190.00%-176.0pp | 192.04%-178.0pp | 478.82%-464.8pp |
| Employer contribution / active EE | $21,941 | $3,429+539.8% | $2,799+683.9% | $4,839+353.4% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $39,343 | $6,899+470.2% | $5,538+610.4% | $12,315+219.5% |