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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 | $352,566 | $165,399+113.2% | $149,745+135.4% | $158,982+121.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.81% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,611 | $5,105-48.9% | $4,646-43.8% | $4,763-45.2% |
| Participant deferral / active EE | $2,184 | $7,183-69.6% | $6,843-68.1% | $5,983-63.5% |
| Admin fee / account holder | $25,141 | $10,811+132.5% | $9,312+170.0% | $11,252+123.4% |