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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 | $310,849 | $183,592+69.3% | $155,567+99.8% | $145,959+113.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 100.13% | 61.24%+38.9pp | 64.74%+35.4pp | 561.95%-461.8pp |
| Employer contribution / active EE | $2,220 | $5,315-58.2% | $4,674-52.5% | $4,661-52.4% |
| Participant deferral / active EE | $1,565 | $6,464-75.8% | $5,628-72.2% | $6,689-76.6% |
| Admin fee / account holder | $3,297 | $19,318-82.9% | $15,916-79.3% | $13,398-75.4% |