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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 | $425,205 | $234,190+81.6% | $180,320+135.8% | $198,609+114.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.88% | 1057.44%-1045.6pp | 778.54%-766.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $38,331 | $5,258+629.1% | $4,108+833.2% | $5,055+658.2% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,384 | $12,558-73.1% | $10,000-66.2% | $19,030-82.2% |