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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 | $266,532 | $97,732+172.7% | $83,831+217.9% | $135,380+96.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.38% | 1287.56%-1291.9pp | 850.99%-855.4pp | 519.81%-524.2pp |
| Employer contribution / active EE | $6,105 | $4,222+44.6% | $3,631+68.1% | $4,779+27.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,167 | $6,675-82.5% | $5,479-78.7% | $10,828-89.2% |