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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 | $419,990 | $167,030+151.4% | $135,768+209.3% | $155,188+170.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 9.53% | 678.39%-668.9pp | 526.10%-516.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $15,375 | $4,132+272.1% | $3,394+353.0% | $4,248+262.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,335 | $8,172+87.7% | $7,048+117.6% | $14,480+5.9% |