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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 | $363,746 | $176,077+106.6% | $159,455+128.1% | $167,518+117.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.08% | 331.83%-317.8pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,907 | $5,298-45.1% | $4,830-39.8% | $4,838-39.9% |
| Participant deferral / active EE | $2,150 | $7,751-72.3% | $7,353-70.8% | $6,342-66.1% |
| Admin fee / account holder | $6,988 | $12,556-44.3% | $10,800-35.3% | $12,312-43.2% |