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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 | $403,742 | $125,778+221.0% | $114,563+252.4% | $154,746+160.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.69% | 295.14%-281.4pp | 241.09%-227.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,500 | $4,445+496.2% | $4,142+539.8% | $6,730+293.7% |
| Admin fee / account holder | $5,268 | $8,190-35.7% | $7,623-30.9% | $14,365-63.3% |