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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 | $1,712,947 | $225,673+659.0% | $203,872+740.2% | $155,188+1003.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 188.82% | 95.91%+92.9pp | 85.11%+103.7pp | 148.84%+40.0pp |
| Employer contribution / active EE | $41,750 | $4,099+918.6% | $3,757+1011.1% | $4,248+882.9% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,015 | $12,327-43.1% | $11,730-40.2% | $14,480-51.6% |