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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 | $251,677 | $183,539+37.1% | $155,556+61.8% | $145,897+72.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.53% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $10,015 | $5,315+88.4% | $4,675+114.2% | $4,663+114.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,512 | $19,275+94.6% | $15,885+136.1% | $13,390+180.1% |