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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 | $581,116 | $209,422+177.5% | $178,503+225.5% | $158,982+265.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.71% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,497 | $5,707-56.2% | $5,011-50.2% | $4,763-47.6% |
| Participant deferral / active EE | $326 | $5,955-94.5% | $5,202-93.7% | $5,983-94.6% |
| Admin fee / account holder | $3,988 | $17,079-76.6% | $13,987-71.5% | $11,252-64.6% |