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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 | $257,858 | $100,911+155.5% | $90,440+185.1% | $158,966+62.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.43% | 1726.62%-1718.2pp | 1294.38%-1285.9pp | 302.95%-294.5pp |
| Employer contribution / active EE | $7,918 | $3,690+114.6% | $3,263+142.6% | $4,762+66.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,321 | $6,507+12.5% | $5,615+30.4% | $11,250-34.9% |