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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 | $389,613 | $176,105+121.2% | $159,474+144.3% | $167,536+132.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $7,500 | $5,299+41.5% | $4,831+55.3% | $4,839+55.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $73,449 | $12,559+484.8% | $10,802+579.9% | $12,315+496.4% |