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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 | $293,158 | $150,447+94.9% | $136,298+115.1% | $147,586+98.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.81% | 1049.15%-1028.3pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $496 | $5,256-90.6% | $4,696-89.4% | $4,876-89.8% |
| Participant deferral / active EE | $2,434 | $6,631-63.3% | $6,247-61.0% | $5,439-55.2% |
| Admin fee / account holder | $3,182 | $10,906-70.8% | $9,244-65.6% | $10,886-70.8% |