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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 | $813,127 | $138,078+488.9% | $125,363+548.6% | $134,509+504.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.04% | 750.49%-750.5pp | 572.15%-572.2pp | 418.13%-418.2pp |
| Employer contribution / active EE | $19,853 | $5,245+278.5% | $4,815+312.3% | $4,741+318.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,446 | $11,566+33.6% | $10,005+54.4% | $11,427+35.2% |