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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 | $264,067 | $97,732+170.2% | $83,831+215.0% | $135,380+95.1% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | 28.89% | 1287.56%-1258.7pp | 850.99%-822.1pp | 519.81%-490.9pp |
| Employer contribution / active EE | $4,211 | $4,222-0.3% | $3,631+16.0% | $4,779-11.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,235 | $6,675-51.5% | $5,479-40.9% | $10,828-70.1% |