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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 | $1,080,311 | $100,073+979.5% | $85,126+1169.1% | $145,877+640.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 84.11%-63.8pp | 66.63%-46.3pp | 551.28%-530.9pp |
| Employer contribution / active EE | $29,329 | $3,236+806.2% | $2,731+973.8% | $4,663+529.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33,942 | $7,261+367.4% | $6,160+451.0% | $13,402+153.3% |