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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 | $269,683 | $159,934+68.6% | $147,005+83.5% | $145,959+84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,291 | $5,287-56.7% | $4,934-53.6% | $4,661-50.8% |
| Participant deferral / active EE | $2,000 | $8,427-76.3% | $8,070-75.2% | $6,689-70.1% |
| Admin fee / account holder | $7,488 | $15,053-50.3% | $13,006-42.4% | $13,398-44.1% |