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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 | $336,273 | $202,326+66.2% | $172,745+94.7% | $152,870+120.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.27% | 1029.72%-1008.4pp | 802.90%-781.6pp | 345.34%-324.1pp |
| Employer contribution / active EE | $12,967 | $5,858+121.4% | $5,144+152.1% | $4,763+172.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $96,743 | $17,110+465.4% | $13,954+593.3% | $11,597+734.2% |