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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 | $272,856 | $202,342+34.8% | $172,752+57.9% | $152,897+78.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.62% | 1029.83%-1016.2pp | 802.97%-789.4pp | 345.43%-331.8pp |
| Employer contribution / active EE | $13,791 | $5,858+135.4% | $5,144+168.1% | $4,764+189.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,253 | $17,111-86.8% | $13,955-83.9% | $11,599-80.6% |