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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 | $362,260 | $176,105+105.7% | $159,474+127.2% | $167,536+116.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $15,368 | $5,299+190.0% | $4,831+218.1% | $4,839+217.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,804 | $12,559-61.8% | $10,802-55.5% | $12,315-61.0% |