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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 | $366,240 | $175,231+109.0% | $149,696+144.7% | $139,466+162.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.73% | 166.77%-125.0pp | 134.46%-92.7pp | 373.66%-331.9pp |
| Employer contribution / active EE | $15,553 | $5,478+183.9% | $4,821+222.6% | $4,754+227.2% |
| Participant deferral / active EE | $1,458 | $6,521-77.6% | $5,682-74.3% | $6,712-78.3% |
| Admin fee / account holder | $2,572 | $16,155-84.1% | $13,212-80.5% | $11,409-77.5% |