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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 | $373,316 | $209,405+78.3% | $178,486+109.2% | $158,931+134.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.59% | 188.77%-172.2pp | 151.08%-134.5pp | 302.86%-286.3pp |
| Employer contribution / active EE | $6,481 | $5,707+13.6% | $5,011+29.3% | $4,761+36.1% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,245 | $17,076-40.0% | $13,985-26.7% | $11,247-8.9% |