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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 | $289,764 | $138,114+109.8% | $125,391+131.1% | $134,545+115.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -0.17% | 750.88%-751.1pp | 572.41%-572.6pp | 418.37%-418.5pp |
| Employer contribution / active EE | $16,588 | $5,246+216.2% | $4,816+244.5% | $4,742+249.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $422,778 | $11,570+3554.1% | $10,009+4124.1% | $11,431+3598.6% |