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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 | $283,901 | $180,462+57.3% | $154,111+84.2% | $135,379+109.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.12% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $21,103 | $6,036+249.7% | $5,298+298.3% | $4,779+341.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,000 | $16,145+23.9% | $13,411+49.1% | $10,828+84.7% |