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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 | $299,493 | $97,732+206.4% | $83,831+257.3% | $135,380+121.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.24% | 1287.56%-1281.3pp | 850.99%-844.7pp | 519.81%-513.6pp |
| Employer contribution / active EE | $16,852 | $4,222+299.1% | $3,631+364.1% | $4,779+252.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,344 | $6,675-5.0% | $5,479+15.8% | $10,828-41.4% |