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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 | $298,898 | $160,070+86.7% | $147,117+103.2% | $145,897+104.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.86% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,617 | $5,285-69.4% | $4,932-67.2% | $4,663-65.3% |
| Participant deferral / active EE | $2,021 | $8,419-76.0% | $8,065-74.9% | $6,689-69.8% |
| Admin fee / account holder | $10,256 | $15,035-31.8% | $12,993-21.1% | $13,390-23.4% |