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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 | $294,649 | $202,342+45.6% | $172,753+70.6% | $152,909+92.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.09% | 1029.88%-1015.8pp | 803.00%-788.9pp | 345.46%-331.4pp |
| Employer contribution / active EE | $13,799 | $5,857+135.6% | $5,144+168.3% | $4,764+189.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $576 | $17,112-96.6% | $13,956-95.9% | $11,601-95.0% |