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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 | $372,517 | $190,862+95.2% | $159,991+132.8% | $134,509+176.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.03% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.2pp |
| Employer contribution / active EE | $35,782 | $4,995+616.4% | $4,225+746.9% | $4,741+654.8% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,206 | $10,495+16.3% | $8,715+40.1% | $11,427+6.8% |