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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 | $323,038 | $202,460+59.6% | $169,385+90.7% | $139,456+131.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 532.07%-516.0pp | 405.82%-389.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,810 | $4,691-61.4% | $4,012-54.9% | $4,753-61.9% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,052 | $10,719-90.2% | $9,011-88.3% | $11,407-90.8% |