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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 | $209,336+1097.9% | $197,124+1172.1% | $137,256+1727.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.69% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $9,610 | $6,591+45.8% | $6,227+54.3% | $4,156+131.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $193,278 | $17,308+1016.7% | $16,298+1085.9% | $12,270+1475.2% |