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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 | $580,217 | $185,312+213.1% | $161,489+259.3% | $154,746+274.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 71.33% | 103.84%-32.5pp | 89.72%-18.4pp | 172.34%-101.0pp |
| Employer contribution / active EE | $16,667 | $4,769+249.5% | $4,268+290.5% | $4,379+280.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,751 | $18,654-74.5% | $16,006-70.3% | $14,365-66.9% |