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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 | $2,294,730 | $209,422+995.7% | $178,503+1185.5% | $158,982+1343.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.72% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $29,600 | $5,707+418.7% | $5,011+490.7% | $4,763+521.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,750 | $17,079-7.8% | $13,987+12.6% | $11,252+40.0% |