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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 | $2,238,796 | $201,370+1011.8% | $184,256+1115.0% | $145,897+1434.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $65,131 | $7,024+827.3% | $6,427+913.4% | $4,663+1296.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $156,965 | $16,364+859.2% | $13,899+1029.3% | $13,390+1072.2% |