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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 | $394,799 | $176,077+124.2% | $159,455+147.6% | $167,518+135.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.29% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $2,958 | $5,298-44.2% | $4,830-38.8% | $4,838-38.9% |
| Participant deferral / active EE | $2,550 | $7,751-67.1% | $7,353-65.3% | $6,342-59.8% |
| Admin fee / account holder | $7,826 | $12,556-37.7% | $10,800-27.5% | $12,312-36.4% |