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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 | $1,007,727 | $180,462+458.4% | $154,111+553.9% | $135,379+644.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.62% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $12,000 | $6,036+98.8% | $5,298+126.5% | $4,779+151.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $37,835 | $16,145+134.4% | $13,411+182.1% | $10,828+249.4% |