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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 | $270,387 | $135,645+99.3% | $110,243+145.3% | $135,380+99.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.94% | 513.24%-503.3pp | 314.76%-304.8pp | 519.81%-509.9pp |
| Employer contribution / active EE | $21,718 | $4,907+342.6% | $3,827+467.5% | $4,779+354.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,558 | $11,458-42.8% | $8,548-23.3% | $10,828-39.4% |