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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 | $255,990 | $202,326+26.5% | $172,745+48.2% | $152,870+67.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.98% | 1029.72%-1013.7pp | 802.90%-786.9pp | 345.34%-329.4pp |
| Employer contribution / active EE | $21,685 | $5,858+270.2% | $5,144+321.5% | $4,763+355.3% |
| Participant deferral / active EE | $852 | $5,948-85.7% | $5,197-83.6% | $5,850-85.4% |
| Admin fee / account holder | $6,568 | $17,110-61.6% | $13,954-52.9% | $11,597-43.4% |