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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 | $840,328 | $138,102+508.5% | $125,381+570.2% | $134,532+524.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $25,000 | $5,245+376.6% | $4,815+419.2% | $4,741+427.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,032 | $11,568+151.0% | $10,007+190.1% | $11,429+154.0% |