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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 | $278,130 | $162,529+71.1% | $130,788+112.7% | $154,746+79.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.48% | 510.48%-495.0pp | 386.44%-371.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $30,323 | $4,447+581.8% | $3,558+752.3% | $4,379+592.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,459 | $7,669-81.0% | $6,673-78.1% | $14,365-89.8% |