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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 | $1,124,122 | $124,175+805.3% | $108,405+937.0% | $167,553+570.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.28% | 1380.13%-1354.8pp | 905.55%-880.3pp | 478.89%-453.6pp |
| Employer contribution / active EE | $38,837 | $4,188+827.4% | $3,559+991.2% | $4,840+702.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,870 | $9,457+46.7% | $7,297+90.1% | $12,316+12.6% |