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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 | $417,655 | $217,432+92.1% | $185,851+124.7% | $167,553+149.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.26% | 148.43%-137.2pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $13,667 | $5,874+132.6% | $5,168+164.4% | $4,840+182.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $19,710 | $19,820-0.6% | $16,245+21.3% | $12,316+60.0% |