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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 | $302,450 | $176,105+71.7% | $159,474+89.7% | $167,536+80.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.80% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $19,360 | $5,299+265.4% | $4,831+300.8% | $4,839+300.1% |
| Participant deferral / active EE | $1,263 | $7,751-83.7% | $7,353-82.8% | $6,342-80.1% |
| Admin fee / account holder | $3,707 | $12,559-70.5% | $10,802-65.7% | $12,315-69.9% |