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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 | $1,429,457 | $226,090+532.3% | $182,531+683.1% | $152,885+835.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.18% | 192.57%-184.4pp | 148.57%-140.4pp | 345.39%-337.2pp |
| Employer contribution / active EE | $21,000 | $4,978+321.9% | $4,075+415.3% | $4,763+340.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $62,771 | $10,705+486.4% | $8,593+630.5% | $11,598+441.2% |