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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 | $472,156 | $159,978+195.1% | $147,041+221.1% | $145,978+223.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.37% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $6,997 | $5,288+32.3% | $4,935+41.8% | $4,662+50.1% |
| Participant deferral / active EE | $1,059 | $8,429-87.4% | $8,071-86.9% | $6,690-84.2% |
| Admin fee / account holder | $11,206 | $15,053-25.6% | $13,006-13.8% | $13,400-16.4% |