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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 | $1,001,915 | $157,304+536.9% | $141,197+609.6% | $152,909+555.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.37% | 64.34%-48.0pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $15,333 | $5,263+191.4% | $4,736+223.7% | $4,764+221.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $41,715 | $12,126+244.0% | $10,265+306.4% | $11,601+259.6% |