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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 | $462,746 | $198,457+133.2% | $170,435+171.5% | $147,586+213.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.70% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $13,055 | $6,183+111.1% | $5,432+140.3% | $4,876+167.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,086 | $16,852-87.6% | $13,881-85.0% | $10,886-80.8% |