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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 | $254,117 | $160,070+58.8% | $147,117+72.7% | $145,897+74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.40% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $3,681 | $5,285-30.3% | $4,932-25.4% | $4,663-21.1% |
| Participant deferral / active EE | $1,000 | $8,419-88.1% | $8,065-87.6% | $6,689-85.1% |
| Admin fee / account holder | $2,527 | $15,035-83.2% | $12,993-80.6% | $13,390-81.1% |