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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 | $362,927 | $177,353+104.6% | $158,226+129.4% | $198,609+82.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 3.85% | 599.50%-595.6pp | 501.41%-497.6pp | 202.70%-198.8pp |
| Employer contribution / active EE | $40,282 | $3,239+1143.8% | $2,986+1249.2% | $5,055+696.8% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,574 | $10,960+23.8% | $10,217+32.9% | $19,030-28.7% |