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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 | $1,841,787 | $183,627+903.0% | $155,602+1083.7% | $145,978+1161.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 61.32%-50.1pp | 64.81%-53.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $57,844 | $5,316+988.1% | $4,675+1137.2% | $4,662+1140.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,184,537 | $19,327+6028.8% | $15,923+7339.0% | $13,400+8739.6% |