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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 | $357,420 | $159,934+123.5% | $147,005+143.1% | $145,959+144.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.06% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $7,323 | $5,287+38.5% | $4,934+48.4% | $4,661+57.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,003 | $15,053-13.6% | $13,0060% | $13,398-2.9% |