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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 | $582,384 | $138,072+321.8% | $123,549+371.4% | $135,382+330.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.70% | 153.69%-152.0pp | 119.20%-117.5pp | 519.77%-518.1pp |
| Employer contribution / active EE | $14,490 | $5,152+181.3% | $4,628+213.1% | $4,779+203.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,416 | $10,917+32.1% | $9,284+55.3% | $10,829+33.1% |