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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 | $387,896 | $175,257+121.3% | $149,717+159.1% | $139,456+178.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.67% | 166.70%-142.0pp | 134.41%-109.7pp | 373.45%-348.8pp |
| Employer contribution / active EE | $20,292 | $5,477+270.5% | $4,820+321.0% | $4,753+327.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,047 | $16,156-25.4% | $13,213-8.8% | $11,407+5.6% |