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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 | $263,333 | $138,078+90.7% | $125,363+110.1% | $134,509+95.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.54% | 750.49%-751.0pp | 572.15%-572.7pp | 418.13%-418.7pp |
| Employer contribution / active EE | $4,047 | $5,245-22.8% | $4,815-15.9% | $4,741-14.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,832 | $11,566-32.3% | $10,005-21.7% | $11,427-31.5% |