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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 | $1,128,937 | $169,361+566.6% | $129,397+772.5% | $145,877+673.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.57% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $25,964 | $5,542+368.5% | $4,154+525.0% | $4,663+456.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,923 | $9,903+50.7% | $7,679+94.3% | $13,402+11.3% |