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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 | $295,254 | $171,272+72.4% | $127,803+131.0% | $152,909+93.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 94.48% | 23.54%+70.9pp | 26.14%+68.3pp | 345.46%-251.0pp |
| Employer contribution / active EE | $14,625 | $5,451+168.3% | $4,576+219.6% | $4,764+207.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $987 | $14,540-93.2% | $9,399-89.5% | $11,601-91.5% |