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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 | $378,036 | $209,428+80.5% | $178,498+111.8% | $158,950+137.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.33% | 188.78%-167.5pp | 151.09%-129.8pp | 302.91%-281.6pp |
| Employer contribution / active EE | $23,547 | $5,707+312.6% | $5,011+369.9% | $4,762+394.5% |
| Participant deferral / active EE | $1,026 | $5,955-82.8% | $5,202-80.3% | $5,983-82.9% |
| Admin fee / account holder | $10,285 | $17,077-39.8% | $13,985-26.5% | $11,248-8.6% |