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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 | $307,913 | $176,077+74.9% | $159,455+93.1% | $167,518+83.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.42% | 331.83%-310.4pp | 263.63%-242.2pp | 478.71%-457.3pp |
| Employer contribution / active EE | $3,755 | $5,298-29.1% | $4,830-22.3% | $4,838-22.4% |
| Participant deferral / active EE | $140 | $7,751-98.2% | $7,353-98.1% | $6,342-97.8% |
| Admin fee / account holder | $3,013 | $12,556-76.0% | $10,800-72.1% | $12,312-75.5% |