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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 | $267,926 | $160,059+67.4% | $140,019+91.4% | $135,382+97.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -0.20% | 911.44%-911.6pp | 651.15%-651.3pp | 519.77%-520.0pp |
| Employer contribution / active EE | $16,160 | $6,420+151.7% | $5,605+188.3% | $4,779+238.2% |
| Participant deferral / active EE | $1,285 | $7,641-83.2% | $6,927-81.5% | $5,609-77.1% |
| Admin fee / account holder | $3,593 | $13,328-73.0% | $10,705-66.4% | $10,829-66.8% |