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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 | $1,021,877 | $124,175+722.9% | $108,405+842.6% | $167,536+509.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.45% | 1380.13%-1357.7pp | 905.55%-883.1pp | 478.82%-456.4pp |
| Employer contribution / active EE | $50,000 | $4,188+1094.0% | $3,559+1304.9% | $4,839+933.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $43,385 | $9,457+358.8% | $7,297+494.6% | $12,315+252.3% |