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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $284,268 | $150,442+89.0% | $136,295+108.6% | $147,585+92.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.10% | 1049.09%-1045.0pp | 5155.97%-5151.9pp | 578.56%-574.5pp |
| Employer contribution / active EE | $9,192 | $5,256+74.9% | $4,695+95.8% | $4,876+88.5% |
| Participant deferral / active EE | $631 | $6,630-90.5% | $6,247-89.9% | $5,439-88.4% |
| Admin fee / account holder | $19,080 | $10,905+75.0% | $9,243+106.4% | $10,885+75.3% |