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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 | $545,889 | $138,076+295.4% | $123,553+341.8% | $135,380+303.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.14% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,266 | $5,152+118.7% | $4,628+143.4% | $4,779+135.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,970 | $10,917+28.0% | $9,284+50.5% | $10,828+29.0% |