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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 | $339,078 | $175,259+93.5% | $149,723+126.5% | $139,487+143.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,982 | $5,478-45.6% | $4,821-38.1% | $4,755-37.3% |
| Participant deferral / active EE | $1,727 | $6,522-73.5% | $5,682-69.6% | $6,713-74.3% |
| Admin fee / account holder | $1,960 | $16,158-87.9% | $13,215-85.2% | $11,407-82.8% |