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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 | $292,467 | $198,457+47.4% | $170,435+71.6% | $147,586+98.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.08% | 257.30%-244.2pp | 205.94%-192.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,500 | $6,183-75.7% | $5,432-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,322 | $16,852+26.5% | $13,881+53.6% | $10,886+95.9% |