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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 | $183,627+37.1% | $155,602+61.7% | $145,978+72.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.53% | 61.32%-40.8pp | 64.81%-44.3pp | 550.52%-530.0pp |
| Employer contribution / active EE | $10,015 | $5,316+88.4% | $4,675+114.2% | $4,662+114.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,512 | $19,327+94.1% | $15,923+135.6% | $13,400+179.9% |