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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 | $413,257 | $183,592+125.1% | $155,574+165.6% | $145,877+183.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $8,413 | $5,317+58.2% | $4,676+79.9% | $4,663+80.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,476 | $19,316-19.9% | $15,914-2.8% | $13,402+15.5% |