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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 | $2,491,983 | $209,336+1090.4% | $197,124+1164.2% | $137,256+1715.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.92% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $10,625 | $6,591+61.2% | $6,227+70.6% | $4,156+155.7% |
| Participant deferral / active EE | $400 | $9,614-95.8% | $9,135-95.6% | $6,407-93.8% |
| Admin fee / account holder | $112,531 | $17,308+550.2% | $16,298+590.5% | $12,270+817.1% |