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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 | $262,682 | $175,231+49.9% | $149,696+75.5% | $139,466+88.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.36% | 166.77%-130.4pp | 134.46%-98.1pp | 373.66%-337.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $19,217 | $6,521+194.7% | $5,682+238.2% | $6,712+186.3% |
| Admin fee / account holder | $1,706 | $16,155-89.4% | $13,212-87.1% | $11,409-85.0% |