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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 | $300,845 | $138,102+117.8% | $125,381+139.9% | $134,532+123.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.56% | 750.73%-754.3pp | 572.31%-575.9pp | 418.27%-421.8pp |
| Employer contribution / active EE | $16,675 | $5,245+217.9% | $4,815+246.3% | $4,741+251.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,706 | $11,568-16.1% | $10,007-3.0% | $11,429-15.1% |