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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 | $257,490 | $176,077+46.2% | $159,455+61.5% | $167,518+53.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.69% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $5,166 | $5,298-2.5% | $4,830+7.0% | $4,838+6.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,853 | $12,556-85.2% | $10,800-82.8% | $12,312-85.0% |