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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 | $314,248 | $106,005+196.4% | $92,239+240.7% | $147,585+112.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.76% | 50.05%-32.3pp | 176.29%-158.5pp | 578.58%-560.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,166 | $4,478+127.0% | $3,897+160.9% | $5,439+86.9% |
| Admin fee / account holder | $3,720 | $6,333-41.3% | $5,194-28.4% | $10,886-65.8% |