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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 | $1,132,336 | $105,158+976.8% | $94,672+1096.1% | $139,487+711.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.71% | 38.11%-15.4pp | 156.89%-134.2pp | 373.84%-351.1pp |
| Employer contribution / active EE | $43,658 | $4,107+962.9% | $3,673+1088.6% | $4,755+818.2% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,360 | $8,972+4.3% | $7,222+29.6% | $11,407-18.0% |