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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 | $319,795 | $160,070+99.8% | $147,117+117.4% | $145,897+119.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $25,385 | $5,285+380.4% | $4,932+414.6% | $4,663+444.4% |
| Participant deferral / active EE | $2,438 | $8,419-71.0% | $8,065-69.8% | $6,689-63.6% |
| Admin fee / account holder | $671 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |