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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 | $299,881 | $162,529+84.5% | $130,788+129.3% | $154,746+93.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.16% | 510.48%-493.3pp | 386.44%-369.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $6,105 | $4,447+37.3% | $3,558+71.6% | $4,379+39.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,720 | $7,669+39.8% | $6,673+60.6% | $14,365-25.4% |