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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 | $405,546 | $175,259+131.4% | $149,723+170.9% | $139,487+190.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.99% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $10,049 | $5,478+83.4% | $4,821+108.4% | $4,755+111.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,069 | $16,158-12.9% | $13,215+6.5% | $11,407+23.3% |