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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 | $1,140,160 | $175,259+550.6% | $149,723+661.5% | $139,487+717.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.85% | 166.82%-156.0pp | 134.50%-123.7pp | 373.84%-363.0pp |
| Employer contribution / active EE | $14,629 | $5,478+167.0% | $4,821+203.4% | $4,755+207.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40,844 | $16,158+152.8% | $13,215+209.1% | $11,407+258.1% |