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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 | $326,303 | $180,462+80.8% | $154,111+111.7% | $135,379+141.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 1.35% | 888.17%-886.8pp | 735.18%-733.8pp | 519.79%-518.4pp |
| Employer contribution / active EE | $14,960 | $6,036+147.9% | $5,298+182.4% | $4,779+213.0% |
| Participant deferral / active EE | -$7,547 | $5,806-230.0% | $5,081-248.5% | $5,609-234.6% |
| Admin fee / account holder | $794 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |