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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 | $430,504 | $184,000+134.0% | $162,185+165.4% | $152,909+181.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.57% | 150.80%-124.2pp | 115.61%-89.0pp | 345.46%-318.9pp |
| Employer contribution / active EE | $13,333 | $6,370+109.3% | $5,613+137.5% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,376 | $13,124-81.9% | $10,844-78.1% | $11,601-79.5% |