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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 | $250,887 | $202,342+24.0% | $172,752+45.2% | $152,897+64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.35% | 1029.83%-1014.5pp | 802.97%-787.6pp | 345.43%-330.1pp |
| Employer contribution / active EE | $10,339 | $5,858+76.5% | $5,144+101.0% | $4,764+117.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,150 | $17,111-58.2% | $13,955-48.8% | $11,599-38.4% |