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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 | $418,360 | $209,422+99.8% | $178,503+134.4% | $158,982+163.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.68% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.3pp |
| Employer contribution / active EE | $18,163 | $5,707+218.3% | $5,011+262.5% | $4,763+281.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,162 | $17,079-87.3% | $13,987-84.5% | $11,252-80.8% |