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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 | $535,789 | $97,729+448.2% | $83,830+539.1% | $135,379+295.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.23% | 1287.52%-1288.7pp | 850.97%-852.2pp | 519.79%-521.0pp |
| Employer contribution / active EE | $30,569 | $4,222+624.1% | $3,631+741.9% | $4,779+539.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,791 | $6,674-13.2% | $5,479+5.7% | $10,828-46.5% |