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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 | $338,557 | $84,685+299.8% | $73,836+358.5% | $125,389+170.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,398 | $3,993+85.3% | $3,583+106.5% | $5,352+38.2% |
| Admin fee / account holder | $1,959 | $5,694-65.6% | $4,882-59.9% | $9,541-79.5% |