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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 | $490,273 | $160,059+206.3% | $140,019+250.1% | $135,380+262.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.30% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $7,143 | $6,420+11.3% | $5,605+27.4% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,027 | $13,328+20.3% | $10,705+49.7% | $10,828+48.0% |