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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 | $815,835 | $165,399+393.3% | $149,745+444.8% | $158,982+413.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 9.58% | 348.34%-338.8pp | 276.72%-267.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $2,387 | $5,105-53.2% | $4,646-48.6% | $4,763-49.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,482 | $10,811-77.0% | $9,312-73.3% | $11,252-77.9% |