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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 | $528,217 | $198,457+166.2% | $170,435+209.9% | $147,586+257.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1912.21% | 257.30%+1654.9pp | 205.94%+1706.3pp | 578.59%+1333.6pp |
| Employer contribution / active EE | $17,051 | $6,183+175.8% | $5,432+213.9% | $4,876+249.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,267 | $16,852-92.5% | $13,881-90.9% | $10,886-88.4% |