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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 | $1,080,179 | $160,059+574.9% | $140,019+671.5% | $135,380+697.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.95% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.8pp |
| Employer contribution / active EE | $21,060 | $6,420+228.1% | $5,605+275.7% | $4,779+340.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $971 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |