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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 | $515,797 | $175,259+194.3% | $149,723+244.5% | $139,487+269.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 188.09% | 166.82%+21.3pp | 134.50%+53.6pp | 373.84%-185.8pp |
| Employer contribution / active EE | $9,264 | $5,478+69.1% | $4,821+92.1% | $4,755+94.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,109 | $16,158-74.6% | $13,215-68.9% | $11,407-64.0% |