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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 | $2,344,015 | $217,432+978.0% | $185,849+1161.2% | $167,536+1299.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.65% | 148.42%-128.8pp | 122.10%-102.4pp | 478.82%-459.2pp |
| Employer contribution / active EE | $16,938 | $5,875+188.3% | $5,169+227.7% | $4,839+250.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $78,045 | $19,818+293.8% | $16,244+380.5% | $12,315+533.8% |