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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 | $545,129 | $160,070+240.6% | $147,117+270.5% | $145,897+273.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.66% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $7,853 | $5,285+48.6% | $4,932+59.2% | $4,663+68.4% |
| Participant deferral / active EE | $436 | $8,419-94.8% | $8,065-94.6% | $6,689-93.5% |
| Admin fee / account holder | $16,569 | $15,035+10.2% | $12,993+27.5% | $13,390+23.7% |