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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 | $435,244 | $90,607+380.4% | $79,467+447.7% | $135,380+221.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.22% | 977.74%-983.0pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $17,301 | $3,068+463.9% | $2,800+517.8% | $4,779+262.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,449 | $5,895-24.5% | $5,104-12.8% | $10,828-58.9% |