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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 | $319,772 | $160,040+99.8% | $147,096+117.4% | $145,877+119.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 17.22% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $4,607 | $5,289-12.9% | $4,936-6.7% | $4,663-1.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,401 | $15,050-84.0% | $13,005-81.5% | $13,402-82.1% |