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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 | $481,593 | $171,867+180.2% | $149,721+221.7% | $147,586+226.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.53% | 2113.36%-2101.8pp | 1501.67%-1490.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $2,780 | $6,275-55.7% | $5,444-48.9% | $4,876-43.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,722 | $13,799-87.5% | $11,282-84.7% | $10,886-84.2% |