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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 | $2,507,680 | $223,823+1020.4% | $211,142+1087.7% | $154,746+1520.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.69% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $9,610 | $6,787+41.6% | $6,442+49.2% | $4,379+119.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $193,278 | $19,707+880.8% | $19,076+913.2% | $14,365+1245.5% |