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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 | $266,181 | $150,447+76.9% | $136,298+95.3% | $147,586+80.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.57% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,548 | $6,631-61.6% | $6,247-59.2% | $5,439-53.1% |
| Admin fee / account holder | $2,197 | $10,906-79.9% | $9,244-76.2% | $10,886-79.8% |