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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 | $388,955 | $209,425+85.7% | $178,499+117.9% | $158,966+144.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.05% | 188.80%-144.7pp | 151.10%-107.1pp | 302.95%-258.9pp |
| Employer contribution / active EE | $8,364 | $5,707+46.6% | $5,011+66.9% | $4,762+75.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,072 | $17,078-17.6% | $13,986+0.6% | $11,250+25.1% |