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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 | $2,080,319 | $109,908+1792.8% | $97,161+2041.1% | $145,978+1325.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.75% | 243.80%-223.1pp | 75.36%-54.6pp | 550.52%-529.8pp |
| Employer contribution / active EE | $5,000 | $3,077+62.5% | $2,723+83.6% | $4,662+7.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $60,598 | $6,213+875.4% | $5,647+973.1% | $13,400+352.2% |