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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 | $677,491 | $190,879+254.9% | $160,009+323.4% | $134,532+403.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.44% | 552.63%-561.1pp | 408.85%-417.3pp | 418.27%-426.7pp |
| Employer contribution / active EE | $41,375 | $4,995+728.3% | $4,225+879.2% | $4,741+772.7% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,873 | $10,495+98.9% | $8,715+139.5% | $11,429+82.6% |