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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 | $318,582 | $168,635+88.9% | $147,617+115.8% | $125,389+154.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.16% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $24,518 | $6,252+292.1% | $5,564+340.6% | $4,866+403.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,721 | $13,580-80.0% | $11,612-76.6% | $9,541-71.5% |