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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 | $670,317 | $129,737+416.7% | $119,126+462.7% | $154,746+333.2% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 10.63% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $8,530 | $4,375+95.0% | $4,034+111.5% | $4,379+94.8% |
| Participant deferral / active EE | $1,280 | $5,842-78.1% | $5,318-75.9% | $6,730-81.0% |
| Admin fee / account holder | $12,964 | $11,961+8.4% | $10,693+21.2% | $14,365-9.8% |