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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 | $384,519 | $209,422+83.6% | $178,503+115.4% | $158,982+141.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.53% | 188.81%-179.3pp | 151.12%-141.6pp | 302.99%-293.5pp |
| Employer contribution / active EE | $16,502 | $5,707+189.2% | $5,011+229.3% | $4,763+246.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,985 | $17,079-6.4% | $13,987+14.3% | $11,252+42.1% |