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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 | $569,980 | $160,040+256.1% | $147,096+287.5% | $145,877+290.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.39% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $7,255 | $5,289+37.2% | $4,936+47.0% | $4,663+55.6% |
| Participant deferral / active EE | $755 | $8,429-91.0% | $8,071-90.6% | $6,691-88.7% |
| Admin fee / account holder | $8,917 | $15,050-40.8% | $13,005-31.4% | $13,402-33.5% |