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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 | $287,935 | $176,077+63.5% | $159,455+80.6% | $167,518+71.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.57% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $7,473 | $5,298+41.1% | $4,830+54.7% | $4,838+54.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,840 | $12,556-13.7% | $10,800+0.4% | $12,312-12.0% |