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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 | $281,550 | $138,102+103.9% | $125,381+124.6% | $134,532+109.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -15.72% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,203 | $7,801+56.4% | $7,448+63.9% | $6,401+90.6% |
| Admin fee / account holder | $48,482 | $11,568+319.1% | $10,007+384.5% | $11,429+324.2% |