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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 | $310,119 | $176,071+76.1% | $159,450+94.5% | $167,497+85.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.48% | 331.79%-320.3pp | 263.60%-252.1pp | 478.62%-467.1pp |
| Employer contribution / active EE | $11,538 | $5,298+117.8% | $4,830+138.9% | $4,838+138.5% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $22,739 | $12,555+81.1% | $10,800+110.5% | $12,310+84.7% |