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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 | $702,099 | $138,068+408.5% | $125,358+460.1% | $134,493+422.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.53% | 750.30%-763.8pp | 572.03%-585.6pp | 418.01%-431.5pp |
| Employer contribution / active EE | $29,593 | $5,244+464.3% | $4,814+514.7% | $4,740+524.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $772 | $11,568-93.3% | $10,007-92.3% | $11,425-93.2% |