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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 | $271,409 | $176,120+54.1% | $159,487+70.2% | $167,553+62.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.42% | 331.95%-311.5pp | 263.71%-243.3pp | 478.89%-458.5pp |
| Employer contribution / active EE | $36,068 | $5,299+580.6% | $4,831+646.6% | $4,840+645.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,672 | $12,561-7.1% | $10,804+8.0% | $12,316-5.2% |