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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 | $350,019 | $209,874+66.8% | $189,537+84.7% | $167,536+108.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.05% | 748.61%-729.6pp | 555.34%-536.3pp | 478.82%-459.8pp |
| Employer contribution / active EE | $8,995 | $6,913+30.1% | $6,161+46.0% | $4,839+85.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,263 | $14,299-84.2% | $12,048-81.2% | $12,315-81.6% |