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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 | $1,007,399 | $176,077+472.1% | $159,455+531.8% | $167,518+501.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.70% | 331.83%-311.1pp | 263.63%-242.9pp | 478.71%-458.0pp |
| Employer contribution / active EE | $25,000 | $5,298+371.9% | $4,830+417.6% | $4,838+416.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32,098 | $12,556+155.6% | $10,800+197.2% | $12,312+160.7% |