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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 | $271,105 | $202,342+34.0% | $172,752+56.9% | $152,897+77.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.63% | 1029.83%-1004.2pp | 802.97%-777.3pp | 345.43%-319.8pp |
| Employer contribution / active EE | $11,500 | $5,858+96.3% | $5,144+123.6% | $4,764+141.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,801 | $17,111-42.7% | $13,955-29.8% | $11,599-15.5% |