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Employer 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 | $714,820 | $138,078+417.7% | $125,363+470.2% | $134,509+431.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.00% | 750.49%-770.5pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $230 | $5,245-95.6% | $4,815-95.2% | $4,741-95.1% |
| Participant deferral / active EE | $12,210 | $7,800+56.5% | $7,447+63.9% | $6,400+90.8% |
| Admin fee / account holder | $36,106 | $11,566+212.2% | $10,005+260.9% | $11,427+216.0% |