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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 | $308,391 | $90,607+240.4% | $79,467+288.1% | $135,380+127.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.06% | 977.74%-976.7pp | 718.30%-717.2pp | 519.81%-518.7pp |
| Employer contribution / active EE | $6,773 | $3,068+120.8% | $2,800+141.9% | $4,779+41.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,380 | $5,895-59.6% | $5,104-53.4% | $10,828-78.0% |