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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 | $313,019 | $202,342+54.7% | $172,752+81.2% | $152,897+104.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 24.59% | 1029.83%-1005.2pp | 802.97%-778.4pp | 345.43%-320.8pp |
| Employer contribution / active EE | $6,627 | $5,858+13.1% | $5,144+28.8% | $4,764+39.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,912 | $17,111-59.6% | $13,955-50.5% | $11,599-40.4% |