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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 | $2,438,206 | $201,344+1111.0% | $184,243+1223.4% | $145,877+1571.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $17,771 | $7,022+153.1% | $6,427+176.5% | $4,663+281.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $347,405 | $16,382+2020.7% | $13,914+2396.9% | $13,402+2492.2% |