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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 | $274,473 | $160,040+71.5% | $147,096+86.6% | $145,877+88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $11,479 | $5,289+117.0% | $4,936+132.6% | $4,663+146.2% |
| Participant deferral / active EE | $1,239 | $8,429-85.3% | $8,071-84.6% | $6,691-81.5% |
| Admin fee / account holder | $36,329 | $15,050+141.4% | $13,005+179.3% | $13,402+171.1% |