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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 | $2,702,273 | $176,786+1428.6% | $146,643+1742.8% | $167,536+1513.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.30% | 24.04%-0.7pp | 22.75%+0.6pp | 478.82%-455.5pp |
| Employer contribution / active EE | $23,333 | $5,161+352.1% | $4,137+464.0% | $4,839+382.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $150,801 | $13,262+1037.1% | $10,280+1366.9% | $12,315+1124.6% |