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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 | $371,796 | $175,231+112.2% | $149,696+148.4% | $139,466+166.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 166.77%-155.5pp | 134.46%-123.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $12,768 | $5,478+133.1% | $4,821+164.8% | $4,754+168.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,797 | $16,155-76.5% | $13,212-71.3% | $11,409-66.7% |