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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 | $547,471 | $171,867+218.5% | $149,716+265.7% | $147,585+271.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.82% | 2113.36%-2108.5pp | 1501.67%-1496.8pp | 578.58%-573.8pp |
| Employer contribution / active EE | $13,401 | $6,275+113.6% | $5,444+146.1% | $4,876+174.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,925 | $13,799+116.9% | $11,282+165.2% | $10,886+174.9% |