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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 | $160,070+71.5% | $147,117+86.6% | $145,897+88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $11,479 | $5,285+117.2% | $4,932+132.7% | $4,663+146.2% |
| Participant deferral / active EE | $1,239 | $8,419-85.3% | $8,065-84.6% | $6,689-81.5% |
| Admin fee / account holder | $36,329 | $15,035+141.6% | $12,993+179.6% | $13,390+171.3% |