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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 | $305,082 | $134,817+126.3% | $123,973+146.1% | $155,188+96.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.38% | 515.49%-506.1pp | 388.13%-378.7pp | 148.84%-139.5pp |
| Employer contribution / active EE | $7,500 | $4,425+69.5% | $4,126+81.8% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,926 | $13,245-10.0% | $11,799+1.1% | $14,480-17.6% |