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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 | $334,391 | $184,000+81.7% | $162,185+106.2% | $152,909+118.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.60% | 150.80%-121.2pp | 115.61%-86.0pp | 345.46%-315.9pp |
| Employer contribution / active EE | $6,250 | $6,370-1.9% | $5,613+11.3% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $456 | $13,124-96.5% | $10,844-95.8% | $11,601-96.1% |