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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 | $1,049,413 | $149,040+604.1% | $120,225+772.9% | $137,256+664.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.26% | 605.68%-594.4pp | 439.23%-428.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $21,545 | $4,350+395.3% | $3,475+519.9% | $4,156+418.4% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,807 | $6,348+637.4% | $5,696+721.7% | $12,270+281.5% |