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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 | $1,985,685 | $185,905+968.1% | $170,057+1067.7% | $139,487+1323.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.81% | 60.56%-39.7pp | 53.42%-32.6pp | 373.84%-353.0pp |
| Employer contribution / active EE | $15,579 | $7,597+105.1% | $6,790+129.4% | $4,755+227.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,720 | $15,397-56.4% | $12,826-47.6% | $11,407-41.1% |