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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 | $271,563 | $209,425+29.7% | $178,499+52.1% | $158,966+70.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.83% | 188.80%-180.0pp | 151.10%-142.3pp | 302.95%-294.1pp |
| Employer contribution / active EE | $15,442 | $5,707+170.6% | $5,011+208.1% | $4,762+224.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,716 | $17,078-84.1% | $13,986-80.6% | $11,250-75.9% |