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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 | $503,886 | $176,105+186.1% | $159,474+216.0% | $167,536+200.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.33% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $9,248 | $5,299+74.5% | $4,831+91.4% | $4,839+91.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,355 | $12,559+54.1% | $10,802+79.2% | $12,315+57.2% |