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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 | $109,904+1792.9% | $97,167+2041.0% | $145,959+1325.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.75% | 243.43%-222.7pp | 75.27%-54.5pp | 561.95%-541.2pp |
| Employer contribution / active EE | $5,000 | $3,084+62.1% | $2,729+83.2% | $4,661+7.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $60,598 | $6,216+874.9% | $5,650+972.5% | $13,398+352.3% |