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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 | $592,754 | $197,819+199.6% | $155,789+280.5% | $125,388+372.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.28% | 86.73%-86.4pp | 71.54%-71.3pp | 282.24%-282.0pp |
| Employer contribution / active EE | $11,873 | $4,850+144.8% | $3,839+209.3% | $4,866+144.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,665 | $9,544+127.0% | $7,477+189.7% | $9,541+127.1% |