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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 | $451,857 | $175,259+157.8% | $149,723+201.8% | $139,487+223.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.49% | 166.82%-147.3pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $11,174 | $5,478+104.0% | $4,821+131.8% | $4,755+135.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,399 | $16,158+44.8% | $13,215+77.1% | $11,407+105.1% |