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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 | $254,680 | $202,342+25.9% | $172,753+47.4% | $152,909+66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.91% | 1029.88%-1013.0pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $5,495 | $5,857-6.2% | $5,144+6.8% | $4,764+15.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,600 | $17,112-26.4% | $13,956-9.7% | $11,601+8.6% |