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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 | $3,605,563 | $254,759+1315.3% | $216,567+1564.9% | $198,609+1715.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.12% | 10.04%-0.9pp | 12.94%-3.8pp | 202.70%-193.6pp |
| Employer contribution / active EE | $61,057 | $6,096+901.5% | $5,216+1070.6% | $5,055+1107.8% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,365 | $26,311+26.8% | $21,981+51.8% | $19,030+75.3% |