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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 | $302,054 | $160,028+88.8% | $147,080+105.4% | $145,884+107.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 11.85% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $9,091 | $5,286+72.0% | $4,933+84.3% | $4,662+95.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,907 | $15,030+5.8% | $12,989+22.5% | $13,392+18.8% |