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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 | $334,242 | $165,361+102.1% | $149,715+123.3% | $158,950+110.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.11% | 348.24%-327.1pp | 276.66%-255.6pp | 302.91%-281.8pp |
| Employer contribution / active EE | $17,278 | $5,103+238.6% | $4,645+272.0% | $4,762+262.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,179 | $10,808-79.8% | $9,310-76.6% | $11,248-80.6% |