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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 | $1,358,991 | $138,114+884.0% | $125,391+983.8% | $134,545+910.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.39% | 750.88%-740.5pp | 572.41%-562.0pp | 418.37%-408.0pp |
| Employer contribution / active EE | $16,667 | $5,246+217.7% | $4,816+246.1% | $4,742+251.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $82,667 | $11,570+614.5% | $10,009+726.0% | $11,431+623.2% |