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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 | $348,284 | $150,447+131.5% | $136,298+155.5% | $147,586+136.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.48% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,286 | $5,256-18.5% | $4,696-8.7% | $4,876-12.1% |
| Participant deferral / active EE | $117 | $6,631-98.2% | $6,247-98.1% | $5,439-97.8% |
| Admin fee / account holder | $14,690 | $10,906+34.7% | $9,244+58.9% | $10,886+35.0% |