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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 | $570,814 | $162,136+252.1% | $152,301+274.8% | $154,746+268.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.38% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $26,308 | $4,890+438.0% | $4,624+468.9% | $4,379+500.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,267 | $15,759+3.2% | $14,398+13.0% | $14,365+13.2% |