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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 | $276,342 | $124,175+122.5% | $108,405+154.9% | $167,536+64.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.74% | 1380.13%-1366.4pp | 905.55%-891.8pp | 478.82%-465.1pp |
| Employer contribution / active EE | $9,234 | $4,188+120.5% | $3,559+159.5% | $4,839+90.8% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,382 | $9,457-74.8% | $7,297-67.4% | $12,315-80.7% |